Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Our Team
  • Our Values
  • Our Process
  • Our Partners
    • Financial and Estate Planning Partners
    • Financial and Estate Planning
  • Our Insights
    • SFFG Insights
    • Videos
    • Articles & Reports
  • Our Community
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Smith Falconer Financial Group

  • Home
  • Our Team
  • Our Values
  • Our Process
  • Our Partners
    • Financial and Estate Planning Partners
    • Financial and Estate Planning
  • Our Insights
    • SFFG Insights
    • Videos
    • Articles & Reports
  • Our Community

Home

Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7950
Email Email us
Email Email
Telephone Number Tel

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

Bar Graph with Arrow on Top

Investment management

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

Bank icon

Private banking 

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

Contract with pen icon

Wealth planning

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

Tree icon

Estate and trust

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

Learn more
 
Fall leaves

The September Effect

Smith Falconer Financial Group

September 02, 2025

The “September Effect” refers to the historical significance of it being the worst month for the stock markets.

Read more Read more about The September Effect
 
<p><span arial="" style="font-family:">This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change.</span></p> <p>&nbsp;</p> <p><span arial="" style="font-family:">Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.</span></p> <p>&nbsp;</p> <p><span arial="" style="font-family:">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. 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. 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></p> <p>&nbsp;</p> <p><span arial="" style="font-family:">Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto. The views of Lois Smith and Rodney Falconer do not necessarily reflect those of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.</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
 

This is the contact form that appears in the footer of all websites

The sum of the numbers is incorrect. 12 + 20
*Required fields
✓

Thank you for submitting this form.

!

Sorry, there's been a server error.

Please refresh the page and try to submit again.

 

This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change.

 

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

 

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. 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. 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.

 

Lois Smith and Rodney Falconer are Investment Advisors with CIBC Wood Gundy in Toronto. The views of Lois Smith and Rodney Falconer do not necessarily reflect those of CIBC World Markets Inc. If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.