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Home
Meet Our Team
About Us
Our Partners
Working With Us
Our Offerings
Investment Management
Wealth Planning
Retirement Planning
Estate Planning
Testimonials
Publications
Latest Publications
Learn More
Registered Retirement Income Fund
Tax Free Savings Accounts
Estate, Trust & Insurance Planning
Registered Retirement Savings Plan
Registered Education Savings Plan
Charitable Giving
Managed Solutions
Blog
Contact Us
☰
Home
Meet Our Team
About Us
Our Partners
Working With Us
Our Offerings
Investment Management
Wealth Planning
Retirement Planning
Estate Planning
Testimonials
Publications
Latest Publications
Learn More
Registered Retirement Income Fund
Tax Free Savings Accounts
Estate, Trust & Insurance Planning
Registered Retirement Savings Plan
Registered Education Savings Plan
Charitable Giving
Managed Solutions
Blog
Contact Us
Working With Us
Our services include:
Portfolio management:
selecting the most appropriate risk level and asset mix for you to build a resilient, tailored portfolio that considers your entire net worth
Investment insights and advice:
offering high-touch education so you understand your holdings and discussions to monitor your portfolio and discuss appropriate changes as required
Financial planning:
creating a financial roadmap to illuminate your financial route to retirement and any other goals you may have
Tax planning:
working with our trusted accounting referral and/or your existing accounting advisor to position your portfolio to reduce tax as much as possible
Estate planning:
consulting our legal referral, BMO Trust advisors, and expert insurance strategies to support your needs in Will and estate planning
Family enterprise advice:
astute advice and services that can guide you through intergenerational business transitions
Cross-border portfolio management:
delivering seamless U.S. resident investing and tax planning services
At Smith Soutière Wealth Management, we demonstrate that we care by:
Listening to your needs.
Helping you define your goals.
Using every tool in our toolbox to give you a holistic investment strategy and taking the time to help you truly understand how it works.
Providing strategic plans and ongoing, personal support for every decision involving your financial well-being, from retirement and estate planning to banking to insurance to philanthropy.
Performing regularly scheduled reviews to keep you on track to achieving your goals.
We Are Driven by Our Key Principles:
Teamwork
Total Wraparound Service
Empathetic Partnership
Diversity of Expertise
Passion and Engagement
Affinity With Women
Well-informed Clients
Clear and Frequent Communication
Customization
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