Neil Smith, BA, B.Ed, CFP
Certified Financial Planner and Investment Representative
He believes family is a key value and loves the chance to get to get together to share a meal, play games or to sit outside and enjoy each other’s company. He enjoyed sports as a player and a coach when he was younger but now more as a fan and as a volunteer for his son’s baseball, hockey, flag football and soccer teams.
He has enjoyed traveling for work and pleasure across Canada, USA and Mexico. He has been in 6 of the 10 provinces, missing the Maritimes and 1 of the 3 territories, 9 USA states and 1 area of Mexico. He loves to interact with the people, get to know the culture, the history, see the sites of the cities and the towns.
He enjoys giving back to the community by volunteering his time. He currently volunteers with Junior Achievement presenting their programs on financial topics to grade 7/8 classes in Regina schools. He also volunteers with the Athol Murray College of Notre Dame Alumni Association where he attended as a student and taught. He also volunteered with Freedom 55 Financial doing their “Adopt a Family” program at Christmas. He held number of positions with the Saskatchewan Chapter of ADVOCIS the largest voluntary Membership association of financial advisors in Canada.
What does he have experience In?
He has worked in the banking industry learning about lending and GIC’s, their mutual funds and creditor insurance. He worked for a company that did income tax for farmers. The work he did was for their financial planning division building plans to help with farm succession plans, farm sales or accumulation stages of the farm. He has also worked as a stockbroker and insurance agent for another company which allowed him to offer a full range of insurance products plus a full range of investment products including stocks and bonds. He was a Vice President and managed a branch of 5 advisors and 4 administrative staff. He was also the Branch Manager for Saskatchewan looking after compliance duties for advisors throughout Saskatchewan.
Going through school and university he helped his father on their farm. It was mainly it the fall with harvest driving truck and combine. Once he got his teachers certificate, he taught at Athol Murray College of Notre Dame for 12 years. The subjects he taught were grade 9 – 11 History and English. His job description included helping manage a dorm of about 50 teenage boys, coaching football and hockey. His success with these teams included winning a number of league, tournament and provincial championships. One year the team he coached took bronze at a national hockey championship. In the summer months he worked at sports camps as an on ice and off ice instructor. It was his responsibility to make sure the participants got to their next activity on time, helped the instructors with the activities and make sure the participants enjoyed their time.