Making strong connections with clients in order to fully understand their financial needs, Darryl Smith’s main objective is helping them achieve their goals and dreams. Knowing each of his clients has unique perspectives and priorities, Darryl ensures they have access to all options, products, and ideas so nothing is overlooked. After receiving a Bachelor of Commerce from St. Mary’s University Darryl opened an income tax company and spent the next two years doing tax returns and bookkeeping for a variety of small businesses. Over the years Darryl strengthened his knowledge by completing a series of licensing requirements and industry sponsored courses including the mutual funds license, life and disability license, and the Canadian Securities Course. Darryl started his career as a financial planner at Investors Group, before moving on to Assante (then known as The Financial Planning Group) in 1997. Darryl’s strong belief in giving back and supporting the community prompted an initiative to ask clients to make a donation to a charity or not for profit association in lieu of payment for his tax return* services. A different charity is chosen each year and in the past he’s supported, NS Mental Health, NS SPCA, Alzheimer Society of NS, Halifax Minor Baseball and the Diabetes Association. He has raised over $13,000 thus far for these charities. Darryl is very involved in supporting his children’s sporting activities, and is where he spends a lot of his free time.
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Senior Financial Advisor
Making strong connections with clients in order to fully understand their financial needs, Darryl Smith’s main objective is helping them achieve their goals and dreams. Knowing each of his clients has unique perspectives and priorities, Darryl ensures they have access to all options, products, and ideas so nothing is overlooked. After receiving a Bachelor of Commerce from St. Mary’s University Darryl opened an income tax company and spent the next two years doing tax returns and bookkeeping for a variety of small businesses. Over the years Darryl strengthened his knowledge by completing a series of licensing requirements and industry sponsored courses including the mutual funds license, life and disability license, and the Canadian Securities Course. Darryl started his career as a financial planner at Investors Group, before moving on to Assante (then known as The Financial Planning Group) in 1997. Darryl’s strong belief in giving back and supporting the community prompted an initiative to ask clients to make a donation to a charity or not for profit association in lieu of payment for his tax return* services. A different charity is chosen each year and in the past he’s supported, NS Mental Health, NS SPCA, Alzheimer Society of NS, Halifax Minor Baseball and the Diabetes Association. He has raised over $13,000 thus far for these charities. Darryl is very involved in supporting his children’s sporting activities, and is where he spends a lot of his free time.
At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized and comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions that are supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers, and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a strategy that encompasses your entire financial well-being.
Call me to discuss: *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax and estate strategies Retirement income strategies Business succession strategies Investment advice Cash management Charitable giving Mortgage and debt management Insurance strategies*
