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Ty Smith

Financial AdvisorManulifeBurlington, Ontario

Our wealth team provide clients with the integrated, independent financial advice they deserve in all aspects of wealth management. I believe in developing long term relationships, which allows me to understand not only your investment values, but also your life goals.

Once we reach this understanding, I can help you create a wealth management plan that balances living for today with providing for your future goals.

I strongly believe in a written, disciplined and planned approach to investing. When you entrust us with your financial future, you benefit from the combined strength of a highly qualified, committed group of investment professionals.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Family Business Planning Investment Planning Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CIM®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Stock
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