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Corey Smith, PFP

SENIOR FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I enjoy hearing about what matters most to you, and helping you get there. Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that's designed to achieve your goals.

Languages Spoken: English

Contact Me

Phone Icon (236) 594-0677

Location IconDUNCAN, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

Leah Smith

Investment & Retirement Planning Assistant

My Partners

Vanessa Bournazel

Mortgage Specialist

Lori Fritz

Mortgage Specialist

Candace Gibson, CFP

Financial Planner

Ryan Davidson, PFP

Financial Planner

Joel Nikkel, PFP

Financial Planner

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook Thumbnail

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

2023-federal-budget.pdf

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2023-federal-budget.pdf

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Qu'est-ce qu'une récession et sommes-nous dans une telle période ?

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