Building wealth with confidence
Who We Are
We Work Closely With You
Everything here is organized around your situation – what you want to achieve, the circumstances you are in, and the people you are doing it for. We stay beside you, we help you think the decisions through, and we plan to be here for the long haul. That is where we begin, and it is how we keep working.
Our Services
How We Help
Wealth & Portfolio Management
We build and steward a portfolio around your objectives and your timeline, using independent research.
Tax Planning
We weigh the tax consequences of what you earn, what you invest, and what you pass on.
Estate & Legacy Planning
We arrange your affairs so what you have built reaches the people and causes you choose.
Who We Help
Built Around the People We Serve
We help business owners, incorporated professionals and growing families navigate the financial-planning, tax, legacy and estate decisions that shape their wealth.
Business Owners
The company is usually the largest thing you own. We plan across corporate and personal holdings, from retained earnings to a handover on your timing.
Incorporated Professionals
Doctors, lawyers and consultants accumulating inside a company, where pay and tax get the same attention as the investments.
Growing Families
Careers, children and a first real balance sheet, pulled into a single plan that answers today’s costs without losing sight of later.
The Firm Behind Your Team
Independent, and Built for Advice
ABC Financial is an independent Canadian wealth-management firm, built so your advisor can give advice without a product shelf standing behind it. You get the planning, research and specialist support of a larger firm, and a relationship that stays personal.
Independent
No in-house product shelf
Canadian
Built for Canadian tax and estate rules
Personal
The people you meet are the people you work with
Long-Term
Relationships measured in decades
Independent, and Built for Advice Cont.
Advisors, planners and portfolio managers working together on a single plan for each household we serve.
How We Work
Clear fees, plain-language reporting, and a written standard of care, so you always know what you are paying for, what we are doing, and why.
Let’s Talk
Let’s Start a Conversation Today
Whatever the goal turns out to be, the first step is talking it through. We are happy to review where things stand for you, at no cost.
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The Strength Behind Your Team
ABC Financial
The Strength Behind Your Team
An independent Canadian wealth-management firm, with the research, planning and specialist support your plan calls for.
Visit The Smith Group
Visit Us
ABC Financial
1 Bloor Street East, Suite 200
Toronto, Ontario, M4W 1A3, Canada
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Financial Update
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