Brad Smith and Laurie Smith

Through combining modern day financial planning strategies with Biblical wisdom, we help families and individuals build, monitor and modify a Personal Financial Strategy to help them reach their goals and finish well.

Understanding the Cost of Advice:

As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).  ...Click here to watch!

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Special Report: Brexit Update

4 July, 2016

It has been almost a week since we heard the news about Britain’s vote to leave the European Union (EU). In that time investors have... More »

Is your family business gaining from the capital gains exemption?

31 March, 2016

Planning the future of your family business can be difficult. Will your children make wise decisions? Will the market be forgiving... More »

 
  • We value Brad’s use of Christian principles along with financial planning tools which have encouraged us to be responsible stewards of what has been entrusted to us.

    – Louise Belfour and Rick Dickenson
 
 
  • Brad’s Wealth Management Process allows us to feel much more informed about our financial journey. When we meet with Brad we are able to see the whole picture, allowing for greater insight into the management of our finances.

    – Jan Radke