About Us

We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

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Our Approach

We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being.

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Community Involvement

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Jeff Smith & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Leadership

Jeff and his team manage our investments and financial plan with IG Wealth Management. My wife and I have both been very grateful for his support and prompt attention when we needed help in managing our investment portfolio. He is professional, knowledgeable, concise and proactive. His comforting approach and confidence has provided us with a sense of relief when dealing with our investments. Thanks to his understanding of our life plans the investment portfolio is doing well.

Vicki & Will

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Higher inflation, a hawkish pivot by central banks and increasing fears of a recession weighed on both equities and fixed income during the second quarter. Unfortunately, there was no reprieve from the volatility of the first quarter.
IG PRIVATE WEALTH MANAGEMENT |
A vacation property—whether it’s a cottage in Muskoka or a chalet at Tremblant—is a valuable asset, not just in terms of the real estate, but also as a place that holds years of family memories. For many Canadians, passing the property to the next generation is a priority, but there are significant tax and non-tax-related considerations associated with keeping that cabin or condo in the family.
IG PRIVATE WEALTH MANAGEMENT |
The recently announced Federal budget contains several measures that could affect your financial plans. We’ve provided key takeaways and a summary of the budget proposals.

You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?

Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.

Videos

Q1 market review: a strong start to the year

IG’s Chief Investment Strategist, Philip Petursson, looks back at promising start to the year, despite some volatility.

IG Target Education Portfolios for RESPs

IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.