Kelly Smith Group
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Resources

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Helpful Websites

GetSmarterAboutMoney.ca
Canada Revenue Agency
Canada Pension Plan 
Employment and Social Development Canada
Canada Life & Health Insurance Association Inc. 

Canadian Financial News

Bloomberg
Canadian Business 
Financial Post 
Globe & Mail Report on Business
Globe Investor

Investment Account Information

RRSP (Registered Retirement Savings Plan)
RRIF (Registered Retirement Income Fund)
RESP (Registered Education Savings)
TFSA (Tax-Free Savings Account)
RDSP (Registered Disability Savings Plan)

Resources for Ages 55+

Old Age Security (OAS)
Information
Canada Pension Plan (CPP)
Information
Senior Tax and Benefit information
Seniors Canada website

Contact Us

Kelly Smith Group

Kelly Smith, CFP, CPA., CGA., LLQP, RIBO
Founder and Principal Advisor
(416) 402-1143
kelly.smith@kellysmithgroup.ca

Ryan McCrory
Financial Advisor
(519) 933-6564
ryan.mccrory@kellysmithgroup.ca

Our Office

11 Tannery Creek Crescent
Aurora, ON
L4G 5N4

Latest News

  • 2023 Financial CalendarJanuary 1, 2023 - 7:00 am
  • 2022 Year End Tax Tips and Strategies for Business OwnersDecember 6, 2022 - 10:27 am
  • 2022 Personal Year-End Tax TipsDecember 5, 2022 - 11:17 am

About

We understand your financial values, goals, and concerns and create a data driven, actionable plan that accomplishes your goals and addresses your concerns. We are financial professionals dedicated to helping you achieve financial goals and making life more enjoyable.

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