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Smith Falconer Financial Group

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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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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.

 

Introducing Smith Falconer Financial Group

 

[Calm, reflective music]


[On screen: Lira Lamaca, Associate Wealth Advisor at Smith Falconer Financial Group, a woman with a dark bob haircut, wearing a black long-sleeve top and pleated skirt, walks away from the camera down an office hallway carrying a woven basket bag. She approaches a glass entrance with the CIBC logo etched on the door, elevator doors and floor number "28" visible on either side of the hallway.]


LOIS P. SMITH: Wealth brings both opportunity and responsibility,


and often it comes at a time when life is already full.


[On screen: Rodney D. Falconer, Senior Wealth Advisor at Smith Falconer Financial Group, a man with short graying hair, wearing a light blue dress shirt and tie, sits at a desk in an office working at a computer. Floor-to-ceiling windows behind him show a view of downtown high-rise buildings. The desk holds notebooks, a phone, a pen, and a headset.]


RODNEY D. FALCONER: Our roots of growth approach is designed to support multi-generational families through these moments,


[On screen: Maddie Hubbard, Associate Wealth Advisor, on the left, sits across a desk from Lois P. Smith, Senior Wealth Advisor, on the right. They are in conversation, shown from a few different camera angles around the desk. A monitor, tablet, and papers sit on the desk between them, with a cityscape visible through the windows behind them.]


delivering clarity, confidence, and comfort


to important financial decisions.


LIRA LAMACA: For more than four decades, our approach has remained consistent.


[On screen: Three women sit around a boardroom table reviewing a document together, with floor-to-ceiling windows showing a downtown city skyline behind them. From left to right: Meredith Mercer, Associate Wealth Advisor, Maddie Hubbard, and Lois P. Smith. Maddie holds up the paper for the other two to look at.]


MADDIE HUBBARD: Our team reflects the clients we serve


across ages and stages, thoughtfully designed, shaped by experience, and built to endure.


[On screen: Meredith Mercer sits at a desk in an open office cubicle area, smiling and talking with Maddie Hubbard, who stands beside her desk. A framed photo of a person standing on a snowy mountain peak sits on the desk nearby.]


MEREDITH MERCER: We combine deep institutional knowledge


with unwavering commitment to your future.


[On screen: From left to right, Angela Dang, Client Associate at Smith Falconer Financial Group, a woman with long brown hair, Rodney D. Falconer, and Lira Lamaca sit in conversation around a boardroom table with a colourful abstract painting on the wall behind them. Rodney speaks while the two women listen and take notes. Water glasses and notebooks sit on the table.]


At the heart of our philosophy is a belief in time and patience.


[On screen: A closer shot of Lira Lamaca listening at the table.]


RODNEY D. FALCONER: We work with investors who are comfortable with equities


and align with a long-term perspective.


[On screen: Lira Lamaca, Lois P. Smith, Meredith Mercer, Rodney D. Falconer, and Maddie Hubbard are seated around the boardroom table by the floor-to-ceiling windows overlooking the city. The shot then cuts to Maddie, Meredith, and Lira, seated at a desk in an office looking off camera together, with papers and a monitor on the desk in front of them. The shot then cuts to Rodney speaking to the team while Lois and Angela are seated beside him and listening.]


In periods of uncertainty, we are the steady voice


focused on what matters most.


[On screen: Rodney is speaking while Angela is looking at him, with a city skyline visible through the windows behind them. It then cuts to Lois smiling.]


LOIS P. SMITH: Our priority is owning high quality investments


[On screen: Rodney D. Falconer speaks to the team as Angela Dang looks on.]


that can serve you and your family for decades.


[On screen: The shot cuts to Lois P. Smith sitting at a desk, smiling and looking off to the side. A lamp, water bottle, and monitor showing a clock are visible on the desk beside her.]


ANGELA DANG: But our road goes beyond portfolios.


[On screen: Rodney D. Falconer sits at a table speaking to Lira Lamaca and Angela Dang. The shot then switches to an angle of Rodney speaking to Lira, in an office with a framed painting on the wall and a suit jacket hanging on the door behind them.]


MADDIE HUBBARD: We build lasting relationships,


[On screen: The shot cuts to an office with a city skyline through the windows. Rodney D. Falconer is now seated at a different desk, speaking to a woman with dark hair seen from behind.]


acting as your single point of contact,


[On screen: Lira Lamaca, Maddie Hubbard, Meredith Mercer, Lois P. Smith, Angela Dang, and Rodney D. Falconer walk together and talk while smiling in a marble and wood-panelled office lobby near a bank of elevators.]


connecting you to the full resources of our bank


and trusted external advisors.


LIRA LAMACA: You'll hear from us in all market conditions,


and when you reach out, we'll be there.


LOIS P. SMITH: Because managing wealth isn't just about today,


[On screen: Angela Dang, Maddie Hubbard, Rodney D. Falconer, Lois P. Smith, Meredith Mercer, and Lira Lamaca stand together smiling in a bright glass office lobby, with a revolving door and a view of the city street behind them.]


it's about the generations ahead.


[On screen: The text "Smith Falconer Financial Group" appears centred on screen.]


[Text on screen: A red screen with the CIBC logo and the text "CIBC PRIVATE WEALTH / WOOD GUNDY." Below, smaller text reads: "CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc." Beneath that: "If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor."]

[Calm, reflective music]


[On screen: Lira Lamaca, Associate Wealth Advisor at Smith Falconer Financial Group, a woman with a dark bob haircut, wearing a black long-sleeve top and pleated skirt, walks away from the camera down an office hallway carrying a woven basket bag. She approaches a glass entrance with the CIBC logo etched on the door, elevator doors and floor number "28" visible on either side of the hallway.]


LOIS P. SMITH: Wealth brings both opportunity and responsibility,


and often it comes at a time when life is already full.


[On screen: Rodney D. Falconer, Senior Wealth Advisor at Smith Falconer Financial Group, a man with short graying hair, wearing a light blue dress shirt and tie, sits at a desk in an office working at a computer. Floor-to-ceiling windows behind him show a view of downtown high-rise buildings. The desk holds notebooks, a phone, a pen, and a headset.]


RODNEY D. FALCONER: Our roots of growth approach is designed to support multi-generational families through these moments,


[On screen: Maddie Hubbard, Associate Wealth Advisor, on the left, sits across a desk from Lois P. Smith, Senior Wealth Advisor, on the right. They are in conversation, shown from a few different camera angles around the desk. A monitor, tablet, and papers sit on the desk between them, with a cityscape visible through the windows behind them.]


delivering clarity, confidence, and comfort


to important financial decisions.


LIRA LAMACA: For more than four decades, our approach has remained consistent.


[On screen: Three women sit around a boardroom table reviewing a document together, with floor-to-ceiling windows showing a downtown city skyline behind them. From left to right: Meredith Mercer, Associate Wealth Advisor, Maddie Hubbard, and Lois P. Smith. Maddie holds up the paper for the other two to look at.]


MADDIE HUBBARD: Our team reflects the clients we serve


across ages and stages, thoughtfully designed, shaped by experience, and built to endure.


[On screen: Meredith Mercer sits at a desk in an open office cubicle area, smiling and talking with Maddie Hubbard, who stands beside her desk. A framed photo of a person standing on a snowy mountain peak sits on the desk nearby.]


MEREDITH MERCER: We combine deep institutional knowledge


with unwavering commitment to your future.


[On screen: From left to right, Angela Dang, Client Associate at Smith Falconer Financial Group, a woman with long brown hair, Rodney D. Falconer, and Lira Lamaca sit in conversation around a boardroom table with a colourful abstract painting on the wall behind them. Rodney speaks while the two women listen and take notes. Water glasses and notebooks sit on the table.]


At the heart of our philosophy is a belief in time and patience.


[On screen: A closer shot of Lira Lamaca listening at the table.]


RODNEY D. FALCONER: We work with investors who are comfortable with equities


and align with a long-term perspective.


[On screen: Lira Lamaca, Lois P. Smith, Meredith Mercer, Rodney D. Falconer, and Maddie Hubbard are seated around the boardroom table by the floor-to-ceiling windows overlooking the city. The shot then cuts to Maddie, Meredith, and Lira, seated at a desk in an office looking off camera together, with papers and a monitor on the desk in front of them. The shot then cuts to Rodney speaking to the team while Lois and Angela are seated beside him and listening.]


In periods of uncertainty, we are the steady voice


focused on what matters most.


[On screen: Rodney is speaking while Angela is looking at him, with a city skyline visible through the windows behind them. It then cuts to Lois smiling.]


LOIS P. SMITH: Our priority is owning high quality investments


[On screen: Rodney D. Falconer speaks to the team as Angela Dang looks on.]


that can serve you and your family for decades.


[On screen: The shot cuts to Lois P. Smith sitting at a desk, smiling and looking off to the side. A lamp, water bottle, and monitor showing a clock are visible on the desk beside her.]


ANGELA DANG: But our road goes beyond portfolios.


[On screen: Rodney D. Falconer sits at a table speaking to Lira Lamaca and Angela Dang. The shot then switches to an angle of Rodney speaking to Lira, in an office with a framed painting on the wall and a suit jacket hanging on the door behind them.]


MADDIE HUBBARD: We build lasting relationships,


[On screen: The shot cuts to an office with a city skyline through the windows. Rodney D. Falconer is now seated at a different desk, speaking to a woman with dark hair seen from behind.]


acting as your single point of contact,


[On screen: Lira Lamaca, Maddie Hubbard, Meredith Mercer, Lois P. Smith, Angela Dang, and Rodney D. Falconer walk together and talk while smiling in a marble and wood-panelled office lobby near a bank of elevators.]


connecting you to the full resources of our bank


and trusted external advisors.


LIRA LAMACA: You'll hear from us in all market conditions,


and when you reach out, we'll be there.


LOIS P. SMITH: Because managing wealth isn't just about today,


[On screen: Angela Dang, Maddie Hubbard, Rodney D. Falconer, Lois P. Smith, Meredith Mercer, and Lira Lamaca stand together smiling in a bright glass office lobby, with a revolving door and a view of the city street behind them.]


it's about the generations ahead.


[On screen: The text "Smith Falconer Financial Group" appears centred on screen.]


[Text on screen: A red screen with the CIBC logo and the text "CIBC PRIVATE WEALTH / WOOD GUNDY." Below, smaller text reads: "CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc." Beneath that: "If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor."]

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Summer reading recommendations

Smith Falconer Financial Group

June 03, 2026

Our summer reading recommendations have become one of our favourite traditions to share with you. As always, there is something here for everyone in the family.

Read more Read more about Summer reading recommendations
 
<p><span style="line-height:10.5pt"><span style="font-size:10.5pt"><span style="color:#606366">&ldquo;CIBC Private Wealth&rdquo; 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. (&ldquo;CAM&rdquo;); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (&ldquo;WMI&rdquo;). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (&ldquo;ISI&rdquo;), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. The CIBC logo and &ldquo;CIBC Private Wealth&rdquo; are trademarks of CIBC, used under license. &ldquo;Wood Gundy&rdquo; is a registered trademark of CIBC World Markets Inc.</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:10.5pt"><span style="color:#606366">Insurance services are available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc</span></span></span></p> <p>&nbsp;</p> <p><span style="line-height:10.5pt"><span style="font-size:10.5pt"><span style="color:#606366">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></span></p>

Contact us

Address

Smith Falconer Financial Group Address
CIBC Wood Gundy Toronto Bay Adelaide Branch
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-7950
Toll-free: 1 (800) 263-3803
Fax: (416) 594-7951
 

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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.