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.