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!
Don’t let emotions rule your investment plan
Sep 27, 2023 - Canada Life
There are several strategies you can use to take the emotion out of your investing...Read more
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more