Eric Naismith
Eric Naismith
Senior Financial Planner
CFP®
BBA
Building your financial future – together
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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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