Neil Smith, CFP®
Certified Financial Planner
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.
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!
Five ways you can spend less on entertainment
Jun 15, 2022 - Canada Life
To help you stay on budget while still doing the things you enjoy, check out these tips...Read more
May 2022 market update
Jun 07, 2022 - Canada Life Investment Management Ltd.
Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...Read more
Financial planning for LGBTQ+ families
Jun 01, 2022 - Canada Life
From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...Read more