6-7222 Clayton Walk, London, ON N6P 1W1
Brian Smith C.F.P., London, ON
updated on 3/14/2024
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Description
I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
Categories & Keywords
- Financial Planners
Products & Services
- Estate Planning
- Insurance Anaylsis
- Life Planning Resources
- Portfolio Analysis
- tax planning
- Annuities
- GICs
- Group Benefits Plans
- LIFs
- LIRAs
- Mutual Funds
- RRSPs
- RRIFs
- RESPs
- Segregated Funds
- Tax Free Saving Accounts
Foreign languages spoken
- English
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