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Smith Falconer Financial Group

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SFFG Insights

Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
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Tax Slips next to Tree Logo

2025 Tax Slips Checklist

Smith Falconer Financial Group

February 04, 2026

Keeping track of all your tax slips can be challenging, the checklist simplifies it by helping you organize the tax slips you may be receiving, depending on the type of accounts and investments you ho...

Read more Read more about 2025 Tax Slips Checklist
Tree and pen

Tax-Free Savings Accounts (TFSAs)

Smith Falconer Financial Group

January 07, 2026

There is no account type as powerful as the TFSA in its potential for compounding wealth over time – with patience and time on an investor’s side.

Read more Read more about Tax-Free Savings Accounts (TFSAs)
Team picture with Miracle Day sign

Celebrating 41 years of Miracle Day!

Smith Falconer Financial Group

December 03, 2025

Throughout the year, and during the holiday season, we are privileged to have the ability to give back.

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Roots of Growth tree

Cost of Investing

Smith Falconer Financial Group

November 05, 2025

Of the utmost importance to our team is that our clients understand how they pay for the high-level of services and resources we provide, alongside the expertise of all investment management professio...

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CAMH Building

Tax-advantaged donations

Smith Falconer Financial Group

October 07, 2025

With the end of the year approaching, we felt it was timely to discuss the benefits of gifting publicly traded securities to charitable initiatives that are important to you.

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Fall leaves

The September Effect

Smith Falconer Financial Group

September 02, 2025

The “September Effect” refers to the historical significance of it being the worst month for the stock markets.

Read more Read more about The September Effect
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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.