For wherever your life takes you – Canada Life

 

 

“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

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 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.

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

The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

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National Day for Truth and Reconciliation

Sep 30, 2021 - Neil Smith

First National day for truth and reconciliation which is a time of education, coming together and reading the calls to action. To build a united country that will grow and all will share in its wealth...

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Who Used Whole Life Insurance as their own Bank – JC Penney

Sep 29, 2021 - Neil Smith

During the great depression James Cash Penney the owner of JC Penney stores was able to lend himself cash from his whole life policy to buy inventory and pay salaries to keep his stores open during the Great Depression...

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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.