We help doctors, dentists, and other healthcare providers maximize their investments and achieve sustainable growth. Our personalized strategies are designed to diversify your portfolio and reach your financial goals.
SM Financial Group
Helping A Select Group Of Families Get The Most Out Of Life
At SM Financial Group, we are dedicated to helping individuals and businesses build and protect their wealth. Our team of experienced advisors is committed to providing personalized financial planning and wealth management services tailored to your unique needs and goals.
Who We Help
Transitioning into retirement can be both exciting and daunting. We offer comprehensive retirement planning services to ensure you can enjoy your golden years with peace of mind.
Running a business requires a strategic approach to financial management. We assist business owners with everything from tax planning and risk management to succession planning and investment strategies. Our goal is to help you grow and protect your business while maximizing your personal wealth.
Services We Offer
Financial Planning
We work with you to create a detailed financial plan that aligns with your life goals, whether it's saving for retirement, funding your children's education, or planning for a major purchase.
Investment Management
Our investment strategies are designed to help you grow and protect your wealth over the long term. We use a diversified approach to manage risk and maximize returns.
Estate Planning
Our estate planning services help you preserve your wealth for future generations and ensure your wishes are carried out.
Retirement Planning
We help you plan for a secure and comfortable retirement by developing strategies to ensure you have the income you need in your golden years.
Why Choose Us?
Personalized Service
We take the time to understand your unique financial situation and goals, providing customized advice and solutions.
Expertise
Our team of advisors has extensive experience and knowledge in all areas of financial planning and wealth management.
Commitment
We are dedicated to building long-term relationships with our clients, offering ongoing support and guidance as your financial needs evolve.
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
News and articles
Little details that matter
National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.
