Geoffrey Smith - BMO Financial Planner - Nepean, Ontario

Adresse: 1826 Robertson Rd f20, Nepean, ON K2H 9P1, Canada.
Téléphone: 6135963811.
Site web: financialplanner.bmo.com.
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 9 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Geoffrey Smith - BMO Financial Planner

6135963811

Geoffrey Smith est un planificateur financier expérimenté travaillant chez BMO Financial. Vous pouvez le trouver à son bureau situé à l'adresse 1826 Robertson Rd f20, Nepean, ON K2H 9P1, Canada. Le bureau est équipé d'installations pour les personnes à mobilité réduite, y compris une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant et des toilettes accessibles en fauteuil roulant.

Vous pouvez facilement le contacter en appelant le numéro de téléphone 6135963811. Si vous préférez prendre rendez-vous en ligne, vous pouvez visiter son site web financialplanner.bmo.com/on/ottawa/fin556/.

Geoffrey Smith est un expert dans le domaine de la planification financière. Il offre des services de planification financière personnalisés pour aider ses clients à atteindre leurs objectifs financiers. Il est spécialisé dans la planification de la retraite, la planification successorale, la planification des investissements et la gestion des risques financiers.

Les clients qui ont travaillé avec Geoffrey Smith ont laissé des avis positifs sur sa page Google My Business, avec une note moyenne de 5/5. Ils ont salué sa capacité à fournir des conseils financiers personnalisés et à les aider à atteindre leurs objectifs financiers.

Avis de Geoffrey Smith - BMO Financial Planner

Geoffrey Smith - BMO Financial Planner - Nepean, Ontario

Patricia Ness

5/5

I have known Geoff going on 20 years and his financial advice has been informative, astute and rewarding. His suggestions have helped increase my portfolio in so many ways. He has great patience dealing with seniors like me. Geoff is also a person that makes you feel like you’re his most important client. It’s been a real pleasure dealing with Geoff over all these years. Thank you Geoff.

R Lee

5/5

Geoff is our family investment planning advisor for many many years. His advice has been very good. In fact he superbly guided us on many investment opportunities including TFSAs and others. His main strength is having an excellent rapport with all his clients with 2-way communications, much unlike a lot of professionals pushing customers towards their favourite funds or stocks. We highly recommend him to be your financial planner for current needs as well as retirement needs.

Ernie Sellers

5/5

I went to see Geoff Smith today to set up a new account that Geoff suggested would supplement 2 he had set up for me in the past. Both of the older accounts met my needs perfectly. The new account will allow me to easily transfer money or investments as I transfers made at no cost to me. Wonderful. I had emailed Geoff of my frustration with Canada Post. The new account by-passes Canada Post.
Geoff is imaginative, creative and a hard worker in his efforts to meet the needs of his clients. He is very personable and always available. He has a thorough knowledge of the investment world despite the rapid changes therein. Geoff presents options and is never pushy. He definitely sells your needs whatever age or income level you are at.

Casey Lansdell

5/5

Geoff was super friendly and very down-to-earth. He really took the time to explain my options and the type of investments that would best suit my portfolio. Finance certainly isn't one of my strengths, so he made it easy for me to understand by drawing it out on a piece of paper. This was my first time having RRSP's explained to me! I would highly recommend him.

Richard Normand

5/5

Geoff has been my financial planner for many years. His excellent service goes beyond the call of duty. He has even called me in Thailand at my winter home to advise me on financial matters. He is knowledgeable
on many subjects related to finances. Also, extremely personable & efficient to the highest degree.

Orvel Marquardt

5/5

Geoff has been our financial adviser for the past several years. I have found that his experience and knowledge of the investments BMO offers to be up-to-date and he always directed us into the proper investments for our retirement time of life.

I gladly recommend him as a financial adviser to any BMO clients .

Angie Mattioli

5/5

Geoff was very informative and explained everything in understandable terms when I met him. He is knowledgeable and professional. I would definitely recommend him to family and friends.

Elie Abboudi

5/5

Very knowledgeabl! Great service! Highly reccom for all banking needs!