Smith Falconer Financial Group
For the investor with patience and time, the current set-up may be once in a lifetime.
Smith Falconer Financial Group believes that in the long-run, the inclusion of actively managed investment strategies in a customized plan achieves our clients’ goals.
eUpdate - October 2023
September is a time where we see the benefits of the Registered Education Savings Plan (RESP) in action. Involving your student in this process equips them with a greater understanding of managing the...
Sharing the PATH lunches and coffee shops that are worth the line ups, in our estimation!
This week, we discuss the benefits of gifting publicly traded securities to charitable initiatives that are important to you.
