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Smallwood Harvey Quinton Financial Group

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Our Investment Team

With over 100 years of combined knowledge and success in the investment industry, The Smallwood Harvey Quinton Financial Group is here to provide superior and conservative investment advice to their clients. The advisory team was formed in 2002 when, then Branch Manager, Ray Smallwood and Investment Advisor Rick Harvey formed a partnership to provide an augmented capacity to counsel their broad range of clients. Over the years, our team has expanded along with our business. Investment Advisors Josh Quinton and Matthew Smallwood joined our team in 2017 and 2020, respectively. Together, with the expert support staff Tracy Humber and Krysta Squires, we provide sound and strategic advice for your financial well-being. The Smallwood Harvey Quinton Financial Group is dedicated to providing experienced and personal advice that is tailored to the specific needs of each individual client.

Our Services Promise

Reliability

The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905, creating a legacy of helping generations of Canadians meet their financial goals.

Discipline

A precise plan can make a big difference as far as having a sense of control over your investments. Knowing what to do whether the market goes up or down is essential in helping you navigate a volatile and unpredictable world.

Risk Management

Knowing how to prevent losses from creating havoc in a portfolio is the essence of risk management. That's why an investment process that lacks a clear risk management policy leaves your portfolio exposed to losses that can be very difficult to recoup.

Personal Service

We believe that managing your investments is a privilege for which you deserve our full attention, complete transparency and proactive communication.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Learn more

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Learn more about our customized services and solutions

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Learn more about the successful Canadians we are helping;

 

Contact us

Address

Smallwood Harvey Quinton Financial Group Address
215 Water Street
8th Floor
St. John's, NL A1C 6C9
Telephone number: (709) 576-2700
Toll-free: 1 (800) 563-0800

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.