Lois Smith — SPARQNOW

At-a-Glance

Senior Wealth Advisor at Smith Falconer Financial Group, Wood Gundy, CIBC Private Wealth, with over 35 years of experience.
Employs a disciplined investment methodology, combining equity portfolios with strategies from conventional and alternative asset classes.
Holds the Certified Investment Management (CIM®) designation.
Works closely with clients' accountants to maximize tax efficiency, risk, and return.
Leads the Wonder Women of Wealth team for CIBC Run for the Cure, which raised over $500,000 in 2021 for breast cancer research.

Biography

Lois Smith is a Senior Wealth Advisor at Smith Falconer Financial Group, Wood Gundy, CIBC Private Wealth, bringing over 35 years of experience as a trusted advisor to families across Canada. She is dedicated to supporting clients who contribute significantly to society through their careers, entrepreneurship, and philanthropy. Smith Falconer Financial Group emphasizes deep, intergenerational client relationships to develop bespoke financial strategies and recommendations.