Quite simply, we treat you the way we would want to be treated.

Your One-Stop Financial Advisors

SMART moneygrowth  is a privately-owned boutique financial planning firm in the GTA that works closely with individuals and businesses to ensure that their financial goals are met. It provides professional independent advice in the areas of personal tax planning, retirement planning, estate planning, investment strategies, and personal risk management. We are always willing to help educate clients in areas that impact their personal financial portfolios.

Our approach and our success are achieved through mutual trust and respect, strong two-way communication and willingness by clients to implement various individualized investment strategies.

Our Features

Client Centered

As we adapt to your needs, we follow a holistic approach and believe that true objective and independent advice is the key deliverable.

Fee-only Planning

There is a right way to be an investor, or a more expensive, wrong way. With transparency, objectivity and the selection of investments, our clients benefit with more in their portfolios than the intermediaries.

Trustworthy Advisors

To build financial planning relationship, we believe that client’s best interest should be placed first. We strive for competence, integrity, and objectivity with all clients.