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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.

I’m delighted to share that I have been named one of Canada's Top Women Wealth Advisors for 2023 by The Globe and Mail. My recognition in this inaugural list is a testament to the trust and confidence you have placed in our team to help you achieve your financial goals.

Smith Falconer Financial Group’s commitment to our clients is at the heart of everything we do, and it is an honour to be part of a community of women advisors dedicated to empowering clients.

This is a great honour for our team, and we share it with you—our clients. I’d like to thank you for trusting our team with your wealth ambitions.

Thank you for allowing us to be a part of your wealth journey. We look forward to continuing to support you in the years to come.

Best regards,

Lois Smith, FCSI, CIM®