We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect, trust and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs and financial goals.
In June 2021 Chris started Smith Financial Solutions, a full-service Wealth Management Firm. Chris had previously worked 10 years in the Investment Management Industry at two of the big 5 banks and a top insurance company. Chris quickly realized during this time that he wanted to switch roles and become an advisor. The biggest reason Chris wanted to become an advisor was to work with clients to help them achieve their financial goals and develop long lasting relationships. After working for some of the largest companies in Canada, he knew he wanted to be in business for himself, as it gave him and his clients more autonomy without pressure to use any specific product or investment.
Chris attended Queen’s University and graduated with an Honours Degree in Applied Economics. After graduating from Queen’s Chris was drafted 28th overall by the Winnipeg Blue Bombers of the Canadian Football League and played in the CFL for three seasons, one with Winnipeg and two with the Toronto Argonauts.
Chris currently lives in North Toronto with his wife, Rebecca, daughter, Adelyn and dog, Ridley.
Neil’s career as a Life and Health Insurance Agent and Financial Advisor began 39 year ago. In his first year Neil joined and has continued his membership in what is now Advocis (The Financial Advisors Association of Canada). Over the years he strived to educate himself and remain current through a variety of educational programs, industry leading seminars and publications. But, education doesn’t just come from a book. Some of the best education comes from listening to what is important to clients. Then, applying your knowledge, experience and providing to ongoing customer service (with the help of a knowledgeable, well qualified assistant) to achieve client’s goals, and accommodate their changing needs.
Over his 39-year career, Neil qualified for many of Manulife’s National Educational Conferences and, in 2012, was recognized for achieving their highest possible recognition. However, when asked what his most important achievement is, he said this: “Seeing so many long-time clients achieve their financial goals and knowing that I played a part in their success through the sharing of knowledge, ideas and strategies that I know have worked for other families, including my own family. After 39 years, I believe that when a person is in search of insurance and financial advice, the most important decision they can make is choosing the right advisor. A self-employed, experienced advisor they can trust, feel confident that they are listening to clients' goals and objectives, and are confident that advisor will always act in their best interest."
Laurie has worked in the Financial Services Industry for over 30 years, starting her career at Manulife Financial. Laurie provided marketing support at the branch level for a few years and then joined Bocking Financial Solutions working with Neil Bocking. Laurie is Life Licensed and working towards her Securities License.
Being an integral part of the Bocking Financial Team and now the Smith Financial Team, Laurie is well versed in both insurance and investments. If you have general questions or a specific inquiry regarding your policy or investment account, contact Laurie for more information.
Laurie has two daughters, Michelle and Stephanie, and a grandson, Grayson.
