My name is John Smith. In 1985 I began my career as a Financial Planner with Investors Group. I came to enjoy helping people, especially seniors, cut down their taxes and invest with confidence.  My clients have always been a big part of my life.  Annually, I host a summer barbeque where my clients are invited bring their family and enjoy a relaxing picnic  I also provide my clients with income tax return services. 

In 1995 I obtained a life agent license so that I could better provide my clients with any and all options available to them in the areas of investing, tax, retirement and insurance.

In 2001 I obtained the industry recognized CFP (Certified Financial Planner) designation.  This designation assures my clients of my professional integrity.  In 2002 I became a member of the Life Insurance Round Table.  This was a coveted milestone in my career.  Membership in the Life Insurance Round Table keeps me on the cutting edge in the ever changing Life Insurance industry.

Currently I enjoy sailing with my family and friends.  I enjoy and participate in many forms of physical fitness activity.

All calls are welcome.  Whether to discuss by phone how you may benefit from my services or to set up a convenient time for you to meet with me to discuss your financial or insurance needs.