Eric Naismith

Tax Filing Deadline

The tax filing deadline for most individuals is April 30th, 2025. Reminder to file your taxes prior to the deadline to help avoid penalties or interest on amounts that may be owing, or delays on any refund you may receive.

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Eric Naismith

Senior Financial Planner

BBA

CFP®

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

BBA

CFP®

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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