Neil Smith, CFP®
Certified Financial Planner
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.
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!
Planification financière pour les familles 2ELGBTQI+
mai 24, 2023 - Canada Vie
Qu’il soit question de planification financière ou de planification successorale, de nombreux aspects du bien-être financier concernent uniquement les personnes, les couples et les familles 2ELGBTQI+...Lire la suite
Quatre conseils pour maximiser votre budget d’aménagement paysager
mai 15, 2023 - Canada Vie
Aménagez votre cour sans vous ruiner...Lire la suite
Revue des marchés de avril 2023
mai 05, 2023 - Gestion de placements Canada Vie
Pour le mois ayant pris fin le 30 avril 2023...Lire la suite