Reviews for Geoffrey Smith - BMO Financial Planner

May 2024

I have known Geoff going on 20 years and his financial advice has been informative, astute and rewarding. His suggestions have helped increase my portfolio in so many ways. He has great patience dealing with seniors like me. Geoff is also a person that makes you feel like you’re his most important client. It’s been a real pleasure dealing with Geoff over all these years. Thank you Geoff.
Feb 2019

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.
Feb 2019

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.