Neil Smith, CFP®

Certified Financial Planner
Investment Representative

I offer expert advice that can help work 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 Freedom 55 Financial, 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.

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Messages récents

Ne laissez pas les émotions contrôler votre programme de placement

sept. 27, 2023 - Canada Vie

Il existe plusieurs stratégies que vous pouvez utiliser pour éviter de laisser les émotions guider vos placements...

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Pourquoi devriez-vous désigner un bénéficiaire

sept. 21, 2023 - Canada Vie

La désignation d’un bénéficiaire constitue un volet important de votre programme financier...

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Qu’est-ce qu’un actif réel?

sept. 19, 2023 - Canada Vie

La diversification de votre portefeuille au moyen d’actifs réels peut vous aider à atteindre vos objectifs financiers et à assurer votre avenir...

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