Eric Naismith, Financial Planner,Bowmanville, ON

Phone

Office

Office Location

570 Longworth Ave Unit C Bowmanville, ON L1C0H4. map

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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