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
Founder and Principal Advisor
(416) 402-1143
kelly.smith@kellysmithgroup.ca

Latest News

  • OAS Clawback 2025: What Retirees Need to Know About the Recovery TaxJuly 3, 2025 - 9:16 pm
  • Personal Life Insurance PlanningJune 2, 2025 - 2:58 pm
  • 2025 Ontario BudgetMay 20, 2025 - 1:59 pm

About

Our mission is to provide comprehensive group benefits and financial planning solutions that empower individuals and organizations to navigate their financial journey with confidence and security. Through personalized guidance, innovative strategies, and unwavering commitment to client success, we strive to enhance financial well-being, foster long-term relationships, and deliver peace of mind. At our core, we believe in transparency, integrity, and a client-centric approach, ensuring that every recommendation is tailored to meet the unique needs and goals of those we serve. Our mission is to be the trusted partner our clients rely on for expert advice, proactive solutions, and exceptional service, enabling them to build a solid foundation for a prosperous future.

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