Meet the Team
Click here to forward
this note
333 Bay St.
28th Floor, West Tower
Toronto, Ontario
M5H 2R2
lois.smith@cibc.ca
Tel: 416 594-7967
rodney.falconer@cibc.ca
Tel: 416 956-6248
Toll Free: +1 800 263-3803
Fax: 416 594-7951
Visit our website
|
Why We Love Our New Home
| |
 |
The Smith Falconer Financial Group believes wealth management is about more than money. We are driven by our desire to help our clients build a foundation for the future by providing strategic planning, expert advice and financial management that prioritizes what's most important to you. Our move to the Bay Adelaide branch allows us to offer a truly integrated approach that takes into account your values and goals.
Our clients benefit from our partnerships with highly skilled specialists, including an in-branch Financial Planning Specialist, Estate Planning Specialist, Wealth Advisor, and Trust and Estate Specialist. We are also able to introduce our clients to a Private Banker right within our office. With our experienced team of partners, we are well equipped to manage all aspects of your financial life.
Smith Falconer Financial Group is proud of our knowledge and expertise combined with our confident and caring approach. Exceptional and personalized service is the cornerstone of the Bay Adelaide branch experience. We value building strong relationships with our clients, and we are consistent and resolute in our commitment to providing careful and trusted financial advice. Ask us about the suite of services available to you beyond asset management.
We look forward to sharing our facilities and partners with you.
Very best regards,
CIBC Wood Gundy
Smith Falconer Financial Group
|
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
|
|
