Customer Ratings and Reviews
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Svetla Ivanova-Petkova on Google
(April 2, 2019, 3:21 pm)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! -
Casey Lansdell on Google
(February 11, 2019, 10:43 pm)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.
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Richard Normand on Google
(December 15, 2017, 9:15 pm)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. -
R Lee on Google
(November 3, 2017, 9:01 pm)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.
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Ernie Sellers on Google
(October 18, 2017, 8:42 pm)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.
Photos of Geoffrey Smith - BMO Financial Planner
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Questions & Answers
What is the phone number for Geoffrey Smith - BMO Financial Planner?
The phone number for Geoffrey Smith - BMO Financial Planner is (613) 596-3811.
Where is Geoffrey Smith - BMO Financial Planner located?
Geoffrey Smith - BMO Financial Planner is located at 1826 Robertson Rd f20, Nepean, ON K2H 5Z6, Canada
What is the internet address for Geoffrey Smith - BMO Financial Planner?
The website (URL) for Geoffrey Smith - BMO Financial Planner is: https://financialplanner.bmo.com/on/ottawa/fin556/
What days are Geoffrey Smith - BMO Financial Planner open?
Geoffrey Smith - BMO Financial Planner is open:
Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:Closed
Sunday:Closed
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