Reviews of Geoffrey Smith - BMO Financial Planner (Financial Consultant)

jane jones

Certified Financial Planner

Casey Lansdell

Geoff was super friendly and very down-to-earth. He really took the time to explain my options and the type of investments that would best suit my portfolio. Finance certainly isn't one of my strengths, so he made it easy for me to understand by drawing it out on a piece of paper. This was my first time having RRSP's explained to me! I would highly recommend him.

R Lee

Geoff is our family investment planning advisor for many many years. His advice has been very good. In fact he superbly guided us on many investment opportunities including TFSAs and others. His main strength is having an excellent rapport with all his clients with 2-way communications, much unlike a lot of professionals pushing customers towards their favourite funds or stocks. We highly recommend him to be your financial planner for current needs as well as retirement needs.

Svetla Ivanova-Petkova

Geoff is great! He is our personal Financial Doctor. We love Geoff. All big and complicated investment terminology melts away and he explains it all so easy and understandable so I can make decisions. I recommend Geoff to all my family and friends!

Angie Mattioli

Geoff was very informative and explained everything in understandable terms when I met him. He is knowledgeable and professional. I would definitely recommend him to family and friends.

Ernie Sellers

I went to see Geoff Smith today to set up a new account that Geoff suggested would supplement 2 he had set up for me in the past. Both of the older accounts met my needs perfectly. The new account will allow me to easily transfer money or investments as I transfers made at no cost to me. Wonderful. I had emailed Geoff of my frustration with Canada Post. The new account by-passes Canada Post. Geoff is imaginative, creative and a hard worker in his efforts to meet the needs of his clients. He is very personable and always available. He has a thorough knowledge of the investment world despite the rapid changes therein. Geoff presents options and is never pushy. He definitely sells your needs whatever age or income level you are at.

Orvel Marquardt

Geoff has been our financial adviser for the past several years. I have found that his experience and knowledge of the investments BMO offers to be up-to-date and he always directed us into the proper investments for our retirement time of life. I gladly recommend him as a financial adviser to any BMO clients .

Richard Normand

Geoff has been my financial planner for many years. His excellent service goes beyond the call of duty. He has even called me in Thailand at my winter home to advise me on financial matters. He is knowledgeable on many subjects related to finances. Also, extremely personable & efficient to the highest degree.

Elie Abboudi

Very knowledgeabl! Great service! Highly reccom for all banking needs!