Back to Top

About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Brian Smith, CFP®, FDS

Certified Financial Planner®
Investment Funds Advisor - Investia Financial Services Inc.

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.

Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.

Lynette Hatt

Office Administrator

Lynette efficiently manages all the client service responsibilities for our practice.

She handles all client service situations such as booking client appointments, client paperwork follow-up and all other administrative tasks.

Please contact Lynette if you have any questions about any of your paperwork or if you wish to make an appointment to meet with Brian.