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

Comment l’assurance du personnel clé peut aider votre entreprise

nov. 15, 2022 - Canada Vie

L’assurance du personnel clé est une assurance qu’une entreprise achète à l’égard de la vie ou de la santé d’un propriétaire ou d’un employé essentiel au succès de l’entreprise....

Lire la suite

Revue des marchés d’octobre 2022

nov. 10, 2022 - Gestion de placements Canada Vie

Les banques centrales tentent à nouveau de maîtriser l’inflation...

Lire la suite

Planification visant les frais d’homologation et l’impôt sur l’administration des successions (sauf au Québec)

nov. 07, 2022 - Canada Vie

Six stratégies de planification efficaces visant les frais d’homologation qu’il convient d’envisager lorsqu’il est question du plan successoral global du client...

Lire la suite