Doreen Smith CFP
Contact Us
Phone250-869-3825
Fax250-860-1213
Emaildsmith@capri.ca
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  • About Me

    I help clients identify goals to achieve financial freedom, by providing customized financial plans for individuals and businesses. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

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  • Services

    I am an independent financial planner offering investment and insurance solutions. As a broker, I provide investment and insurance products from many Canadian financial institutions and insurance companies.

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  • Resources

    Check out the quick links to government websites and financial calculators.

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Mutual funds offered through Manulife Securities Investment Services Inc.
Insurance and Financial Planning offered through Capri Wealth Management Inc.

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