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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

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

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The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of this...

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Costa Rica Real Estate Investment Opportunities

Costa Rica has rapidly become one of the most attractive international real estate markets for investors looking to diversify beyond their home country. For buyers from Canada...

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A Whiskey Journey: From Water Source to Distillery

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Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

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The Earliest Instances of Whiskey in World History

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The history of whiskey, or whisky as it's spelled in some countries, is long and somewhat shrouded in time. While the exact origins of whiskey are unclear, we can trace its ancestry...

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Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

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Whiskeys of the World: Types and Distinctions

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Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

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Buying Beachfront Property in Costa Rica

Buying beachfront property in Costa Rica is often seen as the ultimate lifestyle investment—but it is also a strategic financial move for those looking to diversify internationally...

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Luxury Beachfront Homes Costa Rica for Sale

Costa Rica’s luxury real estate market has grown significantly, driven by international demand for exclusive, lifestyle-oriented properties.

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Opening Hours

Mon:9 am - 5 pm
Tue:9 am - 5 pm Today
Wed:9 am - 5 pm
Thu:9 am - 6 pm
Fri:9 am - 6 pm