SM Advisory Group of Aligned Capital Partners Inc. is an independent, client-focused advisory firm located in Salmon Arm, British Columbia. Our mission is to provide business owners, individuals and private corporations with fully customized investment and retirement strategies. It's not about outperforming an index or chasing market trends, it's about creating and implementing strategies to help our clients reach their goals, protect their lifestyles and keep more of what they earn.



















Jeff McCrimmon, Investment Advisor, has been providing expert financial advice since 2004 in roles focusing on investment management, retirement planning, and portfolio construction. Focusing on long-term planning, non-proprietary investment solutions and personalized advice, he has established himself as an expert in the industry and trusted advisor to his clients. A believer in lifelong learning and building on his expertise, Jeff has earned leading industry accreditations including the Chartered Investment Manager (CIM) designation, the Fellow of the Canadian Securities Institute (FCSI) designation, and a Masters of Business Administration (MBA).

Insurance strategies and products are provided through TWC Estate Planning Inc, a subsidiary of The Wealth Council / Estate Advisory Board and leading independent tax and estate planning firm. TWC is an accomplished team of professionals with vast “big firm” experience that have come together to offer a truly client-first approach. Their independence allows them to source and offer only the best solutions. Their expertise in tax, financial planning, credit and asset management allows them to deliver a different experience.

On the personal side, Jeff is a married father of triplets and a bona fide "hockey dad" that spends his winter free time in hockey rinks cheering on his kids and as much time as he can on Shuswap lake in the summer.