Kevin Smith

Kevin Smith

Principal & Founder

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 is 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 they 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 let’s you move with greater clarity and confidence.