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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.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Tax-Free Savings Accounts (TFSAs)

Smith Falconer Financial Group

January 07, 2026

There is no account type as powerful as the TFSA in its potential for compounding wealth over time – with patience and time on an investor’s side.

Read more Read more about Tax-Free Savings Accounts (TFSAs)
 
<p><span style="line-height:10.5pt"><span style="font-size:9.0pt"><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:9.0pt"><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:9.0pt"><span style="color:#606366">Individuals are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></span></span></p> <p>&nbsp;</p> <p><font color="#606366"><span style="font-size: 12px;">This information, including any opinion, is based on various sources believed to be reliable, but it&#39;s accuracy cannot be guaranteed and is subject to change.&nbsp;</span></font></p>

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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.