Our Team
Team
Credentials & Affiliations
Advice Held to a Professional Standard
Our advisors are registered under Canadian securities regulation and hold the designations that reflect a career spent advising families like yours.
Client accounts are protected, within set limits, by the investor protection plan that applies to Canadian investment dealers.
- Registered advisors under Canadian securities regulation
- Client accounts covered by the national investor protection plan
- Portfolio Manager and Chartered designations (CFA, CIM, CFP)
- Tax & estate advice through licensed planning partners
- Fluent client service in English and French
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People You Can Reach Directly
There is no call centre and nobody screening your calls. The people you meet are the people doing the work.
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The Strength Behind Your Team
ABC Financial
The Strength Behind Your Team
An independent Canadian wealth-management firm, with the research, planning and specialist support your plan calls for.
Visit The Smith Group
Visit Us
ABC Financial
1 Bloor Street East, Suite 200
Toronto, Ontario, M4W 1A3, Canada
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