Smith Falconer Financial Group is a personal wealth management advisory group that helps people make informed financial decisions through our simplified process that brings clarity and financial comfort.
Our work is guided by Trust, Commitment, Strength, Relationships, Integrity, Encouragement, and Wisdom.
Strength
You need confidence that your investments bring stability, and that the strength of our process sets a successful investment strategy for you.
When choosing individual stocks, Smith Falconer Financial Group applies a disciplined process and a specialized stock selection tool. We prepare a sample portfolio for you as well as introduce and outline our methodology so you know your plan will be strong.
"The Smith Falconer Financial Group's systems are impressive – the information they give is wonderful." GS
Relationship
We are at your side.
Our experienced and caring team offers a smart, multifaceted approach with an outstanding commitment to customer service. We have built our reputation on our relationships with our clients and we continue to grow our network of specialists who assist us in tending to our clients' needs.
"I can count on Rodney and Lois to keep in touch with me on a very regular basis, advising me of any market changes, reviewing my portfolio, reassuring me when markets change or drop, and giving me monthly updates." MK
Integrity
Smith Falconer Financial Group provides a transparent process that outlines the level of engagement and commitment required for your investment strategy to be successful. We let you know exactly what is needed to put the strategy in place, and then we plan and execute it on your behalf. Together we commit to a plan so you are comfortable moving forward.
"Rodney listens to us to understand our circumstances and responds with practical knowledge of what the market can and cannot realistically achieve. He gives us sound and unbiased professional financial advice about how to best achieve our personal goals." AF
Encouragement and Wisdom
The Smith Falconer Financial Group is always available to advise and guide you, and we will put a strategy in place for your investments to thrive and prosper.
"Our comfort level is such that we act like a family with each other. They find out everything I need to know. It's all about comfort." FP
Trust
You need a trusted guardian for your wealth.
The Smith Falconer Financial Group provides multi-generational families, single women, professionals with families, and retired couples with careful, trusted financial advice that delivers the comfort of knowing that the future is secure.
"Lois has a very good relationship with her clients. She keeps her clients' best interests in mind." MS
Commitment
Your financial plan must be aligned with your personal vision and protect what's important to you.
We begin by listening to you so we can uncover your needs, find out what you are concerned about, and know what you want your future to look like. We explain all the options available and determine how to align your personal vision with the best opportunities.
"The team listens, and they have been pro-active in meeting my requests. I appreciate that customer focused approach." NB
