Eric Naismith

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.
Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Let's talk money: A practical guide for families

From timing and tone to setting the stage — here's how to make money conversations a little less awkward.

Article

Article

3 factors to consider when renewing your mortgage

For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.

Article

Article

The giving shift: Canadian women leading a new philanthropic era

The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.

Article