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Smith Falconer Financial Group

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Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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Welcome to Smith Falconer Financial Group

Who is Tending Your Future?

Imagine the comfort you feel when you look into the future and know that your investments are on track, your retirement years are secure, your loved ones are looked after, and your net worth is growing. A comprehensive, well-managed financial plan secures the present with strong, solid roots, and reaches out to protect the future for you and those you love.

Smith Falconer Financial Group is a personal wealth management advisory team that helps you make informed financial decisions through our simplified process that brings clarity and financial comfort.

 

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
 

Increased confidence in our roster of asset managers

Smith Falconer Financial Group

April 02, 2025

Over the past month, our team has spoken with portfolio managers and their teams about how they are positioned, and what changes they have made, considering the trade tensions of today.

Read more Read more about Increased confidence in our roster of asset managers
 
<p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">&ldquo;CIBC Private Wealth&rdquo; 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. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers, and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell, or hold the securities referred to above. &copy; CIBC World Markets Inc. 2025.</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto. The views of Lois Smith and Rodney Falconer do not necessarily reflect those of CIBC World Markets Inc.</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><span style="color:#606366">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></span></p>

Contact us

Address

Smith Falconer Financial Group Address
West Tower, The Bay Adelaide Centre
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-7950
Toll-free: 1 (800) 263-3803
Fax: (416) 594-7951
 

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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. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

 

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change. CIBC and CIBC World Markets Inc., their affiliates, directors, officers, and employees may buy, sell, or hold a position in securities of a company mentioned herein, its affiliates or subsidiaries, and may also perform financial advisory services, investment banking or other services for, or have lending or other credit relationships with the same. CIBC World Markets Inc. and its representatives will receive sales commissions and/or a spread between bid and ask prices if you purchase, sell, or hold the securities referred to above. © CIBC World Markets Inc. 2025.

 

Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto. The views of Lois Smith and Rodney Falconer do not necessarily reflect those of CIBC World Markets Inc.

 

Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

 
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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.