Neil Smith, CFP®
Certified Financial Planner
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Canada Life, I can help you achieve your financial freedom.
I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams. Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Insight - Seeking clarity in the Fog of War
Do you want to read a Mackenzie commentary on the escalating conflict in Ukraine? Just fill out this web, read and let's have a conversation!
November 2023 market update
Dec 07, 2023 - Canada Life Investment Management Ltd.
For the month ended November 30, 2023. Read our monthly update to find out what’s been moving markets...Read more
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more