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Geoffrey Smith - BMO Financial Planner

Geoffrey Smith - BMO Financial Planner

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5.0 Google Review
Ottawa, Ontario, K2H 5Z6, Canada
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Dec 18, 2018
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.

Nov 6, 2018
Very knowledgeabl! Great service! Highly reccom for all banking needs!

Oct 18, 2017
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.

Dec 15, 2017
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.

Nov 3, 2017
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.

INDUSTRY BLOGS

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

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Whiskey, the golden spirit of the Gaelic lands, embodies more than just a delightful drink. In both Ireland and Scotland, it's a cultural touchstone, holding centuries of history, tradition,...

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Carrie Nation: A Crucial Catalyst of the Temperance Movement

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Carrie Nation, born Carrie Amelia Moore on November 25, 1846, in Garrard County, Kentucky, was a formidable figure in the American Temperance Movement, known for her audacious...

Smithville Whiskey

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

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Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

The Art of Distillation: How it Shapes the Flavour of Whisky

#whiskey #smithville

Hello, whisky enthusiasts! Today, we're embarking on a spirited exploration of one of the most significant steps in whisky-making: distillation. We'll delve into how this intricate...

Smithville Whiskey

Famous Women and the Repeal of Prohibition: Evolving Perspectives

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While women were instrumental in initiating the Prohibition era, they also played a significant role in its repeal. The societal and cultural shifts during the 1920s and early...

Smithville Whiskey

Whiskey Production: 18th Century Methods vs Modern Techniques

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In the 18th century, the choice of grain for whiskey production was largely determined by regional availability. In Scotland and Ireland, barley was the predominant grain, while...

Smithville Whiskey

The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

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Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

Smithville Whiskey

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

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Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey


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