Prior to moving a significant portion of my investments to Smith Soutière Wealth Management, I was actively trading them in a self-directed account. Stacy and Cheryl helped me move away from a “trading” mentality to a longer term investing approach. The result has been stabilization and meaningful growth of my holdings.
–Retired energy executive, Client since 2008, July 2023
Stacy, Cheryl and team have handled our investments for many years, delivering reasonable and stable returns, while ensuring portfolio diversity and downside risk mitigation. Great team, great results.
–Senior Lawyer, Client since 1994, July 2023
For nearly 30 years, through Nesbitt Burns and now Smith Soutière, their investment strategy has evolved with us, from growth, to income, to estate planning. They took the time to understand us as a family but also as individuals, to understand what is important to us financially now and in the future. And at the end, returns to-date have been better than what we did with our hobby portfolios.
–Retired Business Executive and Medical Technology Specialist, August 2023
I have worked with Cheryl and Stacy for over eight years now, and I am consistently impressed with their approach to working with their clients; the degree of empathy, support, and genuine concern for their clients’ personal and financial goals is unique from any other team I have worked with. They go beyond what most would expect from an Investment Advisor, and the appreciation and trust their clients have for this team is often shared with me when I meet with their clients. It is unique to see an Advisory team who can truly wrap their arms around a client, but Smith Soutière Wealth Management have mastered it and made it their practice. They are truly a unique team who service their clients in a manner that sets them apart from and above their peers.
–Shawna Albornoz, Extended BMO Team Member since 2015, July 2023
I have numerous common clients with Smith Soutière Wealth Management and have known and worked with Cheryl, Stacy and their team for over 10 years. During that time I have become familiar with Cheryl and Stacy’s high standards for client service and investment results, both of which stand out dramatically. As a professional I see a lot, and I have always been pleased with what I have seen with Cheryl and Stacy. Smith Soutière Wealth Management inspires the utmost confidence in their clients. In fact, they are so relied upon by clients that the team is often consulted – and their advice followed – on matters entirely unrelated to investments. Whatever is important to Cheryl and Stacy’s clients is important to the team. Cheryl and Stacy are truly committed to achieving the best results for their clients, even when that involves telling clients what they do not want to hear. To be on their team means to do what is right for the client, not what is convenient. And yet despite this careful and consistent approach, Smith Soutière Wealth Management imbue their work with enthusiasm and excitement which doubtlessly contribute to the momentum that have made Cheryl and Stacy so successful. It is right that we celebrate this success, and the rigour, care, and enthusiasm that drives it.
–Mark R. Rintoul, Accountant of Choice since 2009, July 2023