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.

Messages récents

Revue des marchés de mai 2024

juin 06, 2024 - Canada vie

Pour le mois ayant pris fin le 31 mai 2024....

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Revue des marchés de mars 2024

avr. 05, 2024 - Canada vie

Pour le mois ayant pris fin le  31 mars 2024...

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Soutien financier de vos parents

mars 28, 2024 - Canada vie

Soutenir ses parents sur le plan financier est de plus en plus courant en raison d’un montant d’épargne-retraite insuffisant et du fait que les parents épuisent leurs économies de leur vivant. Combiner le recours aux programmes d’aide gouvernementale...

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