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We have a distinct and cohesive approach to managing wealth and client relationships. Our team is built on trust and transparency.

The Hudec & Smith Advisory Team brings a sophisticated approach dedicated to your wealth management needs. A team that is progressive by nature, it is our aim to be leaders in our industry in client retention, knowledge and credentials. Headquartered in Vancouver, our range of coverage stretches from Vancouver all the way to Trail BC.

Our team focuses on the whole picture: your wealth, your business, your personal and family goals, now and into the future. We move beyond the traditional investment approach, and take into account your unique needs and the ever-changing environment in relation to your investments, real estate, businesses and insurance policies. Our team will work with you to create customized road maps to suit each of your goals. 

As your advisors, Andrew and Adam will:

• Work with you through face-to-face meetings and open discussion, to fully understand your unique story, concerns and goals.
• Collaborate with the various professionals whose unique abilities we harness to realize your optimum plan of action.
• Track and monitor your plan and adjust it whenever necessary or advantageous.
• Stay accountable, we will keep you informed and quickly respond to your queries. Our advisors will explain what is happening and why, and keep you included in the process, with the goal to never leave you wondering.

CONTACT US 

For added convenience the Hudec & Smith Advisory Team has offices at both the Vancouver and Nelson Branches.