SMITH GROUP

Business and Estate Planning

Smith Group is a leading financial practice in Medicine Hat. We provide clarity and confidence to our clients by specializing in risk management, employee benefits, wealth management, estate and succession planning.

Business Planning

BUSINESS PLANNING

Build a prosperous business and be confident in your ability to manage risks, Succession Plan, and Shareholder Structures.

Individual Planning

INDIVIDUAL PLANNING

Meet your insurance and investment goals to secure a prosperous future for you and your family.  We assist with Estate Planning, Wealth Transfers, Insured Retirement, Tax Planning, Disability and Critical Illness Insurance, and Charitable Giving.

Employee Benefits

EMPLOYEE BENEFITS

Your greatest assets are your employees; protect them with a variety of benefits including Pensions, Group RSP’s, and Critical Illness, Disability, Medical, and Life Insurance.

Wealth Accumulation

WEALTH ACCUMULATION

Understand the total picture of creating wealth with our Financial Planning services. We help with RRSP’s, GIC’s, Retirement Planning, Segregated Funds, and Education Savings.