Get to the top of the directory by claiming your business!
Geoffrey Smith - BMO Financial Planner

Geoffrey Smith - BMO Financial Planner

Claim Business
5.0 Google Review
Ottawa, Ontario, K2H 5Z6, Canada
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

Google Reviews

Refresh Reviews 5.0


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

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

#whiskey #smithville

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, we’ll...

Smithville Whiskey

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

#whiskey #smithville

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

Costa Rica Residency Through Real Estate Investment

For many investors, purchasing real estate in Costa Rica is only the first step toward a larger goal—establishing residency and eventually relocating full-time. While real estate...

Kindred Consulting C.R.

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...

Kindred Consulting C.R.

Whisky Wonders: An Expedition Across Regions

#whiskey #smithville

There's a world of difference between sipping a peaty Scotch, an earthy Irish whiskey, or a sweet and smoky American bourbon. These variations are not merely due to the distilleries'...

Smithville Whiskey

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

Smithville Whiskey

Whiskey Trails: A Cultural Expedition through Ireland and Scotland

#whiskey #smithville

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,...

Smithville Whiskey

Mistico Costa Rica Beachfront Community Investment

The evolution of real estate investing has shifted dramatically over the past decade. Today’s investors are not simply purchasing property—they are buying into lifestyle ecosystems....

Kindred Consulting C.R.


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

Opening Hours

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