Eric Naismith

Contact me to learn how you could be eligible to get $500¹

Refocus on your financial goals this summer and we can help you build a personalized financial plan to start achieving them.
1Conditions Apply. Offer ends August 29, 2025.

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Eric Naismith

Senior Financial Planner

CFP®

BBA

Building your financial future – together

Contact me

Phone

Office

(416) 634-1250

Office Location

570 Longworth Ave Unit C Bowmanville, ON L1C0H4. map

See Additional Office Locations

I have been working in the financial services industry since 2013, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

I hold a Bachelors degree in Business from Davenport University.  I also hold the Canadian Securities Course (CSC) and Wealth Management Essentials (WME) offered by Canadian Securities Institute.

I look forward to working with you.

Certificates

CFP®

BBA

Your Goals Are Our Priority

Whether your needs are simple or complex, I can help you create a personalized financial plan that:
  • Can enhance your confidence in your ability to achieve your goals
  • Takes into consideration what is most important to you
  • Maximizes savings through investment and tax strategies

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.
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