“I help individuals and families reduce their number one stressor, financial worry by working together to build their goals based financial plan to protect and grow their net worth for themselves, their family and their legacy.”

Neil Smith, CFP®

Certified Financial Planner
Investment Representative

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.

Making saving simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

 

What is goals-based investing?

The objective of goals-based investing is all about helping you, the investor, reach your goals. It sounds like an obvious concept, and you’re probably thinking, “How is it different from what I’m doing right now?”

 

Recent posts

June 2024 market update

Jul 05, 2024 - Canada Life

For the month ended June 30, 2024. Read our monthly update to find out what’s been moving markets....

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May 2024 market update

Jun 06, 2024 - Canada Life

For the month ended May 31, 2024. Read our monthly update to find out what’s been moving markets....

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April 2024 market update

May 07, 2024 - Canada Life

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more


Book an appointment with me today if you'd like to meet and discuss your financial needs.



Canada Life Investment Management brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today's changing market dynamics.



Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.