Lois has had the privilege of being a trusted advisor to families from across Canada for over 35 years.

Lois is passionate about supporting our clients who make extraordinary contributions to society through their careers, entrepreneurship and philanthropy. Smith Falconer Financial Group is built on the depth of intergenerational relationships with clients, enabling bespoke strategies and recommendations.

Lois and the long-standing team employ a disciplined investment methodology, combining equity portfolios with allocations to strategies from best-in-class managers across conventional and alternative asset classes. Lois has the Certified Investment Management (CIM®) designation and believes in the value of creating the appropriate team of experts for each client. She works closely with clients' accountants to maximize tax efficiency, risk and return. By engaging CIBC partners in wealth and estate planning, family enterprise advisory, and private banking, our clients benefit from the resources of the bank through one point of contact.

There is no higher compliment than to be introduced to the friends and family of our clients.

Giving back is a priority for Lois and the team, who make significant annual contributions to CIBC Miracle Day and the CIBC Run for the Cure. She is proud to lead the Wonder Women of Wealth team for the Run, raising over $500,000 for breast cancer research in 2021. 

When she’s not serving her clients, Lois can be found at her family cottage in Kennebunk Beach, Maine, or skiing at Devils Glen in the winter. She is married and has two adult children.

Since joining the industry in 1997, Rodney has experienced a full range of investment events. He’s known for being calm and creating a serene environment for clients. Clients tell him they feel better about their concerns after they speak with him.

Smith Falconer Financial Group believes a financial plan is the most important first step for our clients. Knowing what’s most important to them, we can build an investment strategy to support their goals. Our clients avoid getting absorbed in the day-to-day market excitement by remembering they are invested for the long-term, not weeks, or months.

What’s most satisfying to Rodney is when conversations aren’t just about money, and clients’ share their personal experiences. That’s when we know we have built a relationship of trust. Often clients will say, “I don’t even look at my statements”, signaling their confidence. And referrals to family and friends is another indicator of the care and commitment we show our clients.

Rodney always aims to leave any situation better than he found it. Being aware of how he can serve others and helping those less fortunate is a passion for Rodney and his family.

Rodney and his wife Lisa live in Etobicoke with their three children. Spending time with family and friends at their Lake of Bays cottage or enjoying St. George’s Golf and Country Club and Bigwin Island Golf Course are special highlights for them.

Since 1990, Lira has fostered meaningful client relationships by focusing on her clients’ well-being, particularly at pivotal times in their lives. Her longevity on the team provides continuity and consistency.

She provides vital and responsive, on-going support for all client needs – when they need it. She leads our stock donation process for national charitable institutions as well as individuals. The team counts on her well-honed expertise in settling estates and delivering tax documentation.

Relationships are her passion, and she delights in nurturing connections with her team, colleagues and partners. Her core focus is assisting and supporting clients through their lifetime of important milestones.

CIBC Run for the Cure brings us all together every year – our team and our clients – in support of cancer research. Her fundraising efforts are a priority, and she is proud to work for a firm that supports a cause that has touched so many lives.

When not at the office, Lira loves a great read, sharing favorite titles with clients in the team Summer Reading list. You may also find her exploring up-and-coming restaurants and eateries at home and while travelling.

Meredith is an enthusiastic team player. She thrives on building deep professional and personal relationships with our clients and partners. They rely on her to simplify complexity to create impactful, clear-sighted solutions that provide comfort to our clients.

Her most satisfying days are when she is challenged by a sophisticated situation and she finds a simple and appropriate solution, aligned precisely with our clients’ needs.

Clients have remarkable stories, passions and goals – it is a privilege to support them, beyond financial, in all aspects of their personal and professional lives.

With a commitment to learning, Meredith easily identifies solutions and delivers an exceptional client experience as part of our high-caliber team.

She earned the Certified Investment Management (CIM®) designation and the Financial Management Advisor (FMA) designation as well as Options License, and served on the Assistants' Advisory Council to Management.

Sharing insights and her experiences with colleagues is an honour, as was co-leading the national Associate Investment Advisors Private Wealth Women’s Network, where like-minded associates exchanged ideas and encouraged each other to grow personally and professionally.

When not at Bay Adelaide branch, Meredith can be found enjoying time with her husband at their Shadow Lake cottage or climbing the world’s highest peaks while working towards her goal of reaching the Seven Summits.

Maddie thrives in the entrepreneurial environment at Smith Falconer Financial Group and loves interacting with clients and responding to client needs.

Maddie joins the team after completing the CIBC Private Wealth Management Rotational program. This program was created with Lois’s leadership, to promote opportunities for women in investment advisory roles. Maddie had the unique opportunity to work along-side Smith Falconer Financial Group’s partners, in Wealth and Estate Planning, Private Banking, and the Investment Strategy Group. Having spent four-months in both Private Banking and CIBC National Office, she gained first-hand experience within the CIBC integrated wealth management platform, which will help SFFG to continue to serve our clients well.

Maddie is a graduate of the Smith School of Business at Queen’s University and has been involved with CIBC Wood Gundy’s Women’s Network since completing an internship at CIBC in her second year. Through her education, and SFFG’s mentorship, Maddie is committed to helping clients meet their objectives through customized investment strategies.

Maddie shares the team’s passion for supporting the CIBC Run for the Cure and has been recognized as a top fundraiser for both the Wonder Women of Wealth Team and Canadian Cancer Society.

As a lover of travel, when Maddie is away from her desk, you’ll find her at the airport on her way to her next destination.

When clients are happy, Angela is happy! Angela works her magic behind the scenes at Smith Falconer Financial Group to prepare everything to make transitions and transactions easy for our clients.

She thrives on a sense of completion and finds it gratifying to ensure client accounts are in perfect order. She helps clients feel comfortable setting-up the appropriate digital tools, e.g. online access, digital signatures, onboarding and new account opening. With her signature white glove service, Angela creates a smooth, stress-free experience for clients with accurate, compliant, up to date and on-time document delivery.

She holds an Investment Representative License, and she has completed the Canadian Securities Course, Investment Funds in Canada Course, and the Conduct and Practice Handbook Course.

Angela enjoys volunteering to assist charities supporting women and spending time with her wonderful daughter and family.