If you are like most people who’ve created success in their business, you know that who you have advising you can have a big impact on the quality of your decisions. Kevin has been at the planning table with successful business owners, franchisees and Canadian Tire Dealers for decades; and for good reason – his focus is your focus.
Kevin designed the firm on a few simple and powerful principles:
- clients are clear on their goals before planning decisions are made
- he remains independent from any affiliation with banks, insurance companies and mutual funds so that advice isn’t inappropriately biased
- give clients the advice that’s in their best interest, even when it’s not what they want to hear
- integrity throughout the entire process
Does it work? Three decades of financial planning have given Kevin the opportunity to guide his clients through some of the most challenging periods of volatility in business, markets and investments. In 2008, Kevin moved all of his clients who listened to him out of the market early in the year prior to the collapse. When the market dropped -33.8%, his clients collectively had less than a 1% decline. While no one can predict the markets, Kevin’s experience and insights prove relevant to his clients over and over.
When you want to forecast and look ahead of the curve, Kevin is often the resource business owners seek out – it has been a hallmark of his from the start. For example, well before it became a common practice, Kevin began to develop financial strategies for his clients that integrated asset, tax, insurance and estate management into an encompassing plan. He has further expanded and refined this process and brings sophisticated strategies to address investment risk, reduce tax, protect and enhance estates.
Whether he is leading your planning work, or bringing an additional, needed voice to your existing planning team, Kevin Smith and his team bring financial planning that lets you move with greater clarity and confidence.
Tef is the coordinator of all administration activities at ICON including organizing and overseeing relationships with our solution providers. Tef continually adapts and executes her responsibilities in a changing environment. She strives to protect clients from the overwhelm and confusion that successful people often deal with.
Tef completed her Bachelors of Commerce (Accounting) degree in Australia and worked with a large multi-national corporation prior to moving to Canada. Tef has been in the financial services industry since 1996.
In her spare time, Tef is an avid yoga practitioner and instructor for several well known studios and fitness centres in Toronto. In addition to yoga, she enjoys running, participating in several long distance races through out the year.
Ania is in charge of all business development and technology at ICON. Ania researches and implements programs and systems with a view to enhance and simplify the ongoing client experience.
Ania completed her Business Management and Marketing Diploma from George Brown College in Toronto and worked with a large Canadian bank and has been in the financial services industry since 2014.
In her spare time, Ania is an avid tennis player and sports enthusiast and enjoys investigating new approaches and leading edge technologies to make life simpler and more efficient.
ICON Advanced Capital & Estate Planning Inc.
3008 Dundas Street West
Toronto, ON M6P 1Z3
Call us at the office: 416.604.8753 or Toll Free at 1.877.604.8753
You can fax us too, at 416.604.0476