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Welcome to Smarter Financial Planning


Reach your financial goals with the help of independent financial advisors whose words are read by millions of National Post readers!


Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.


Thanks again! It has been a real pleasure and we are delighted that we happened upon you! Just what I was looking for . J & S Nova Scotia
Thank you for your suggestions so far. WOW someone who is actually acting like a financial planner. Incredible. I knew they existed, but ..... WOW
Thank you for the discussion yesterday. The best part for me was... Can we afford to retire? Yes! Can We Afford to Retire?
Thanks Derek. It was great having a meeting with you. I felt like you were making money for me as we talked. Making Money
It was so nice seeing you today, and I really appreciate your help and advice, as always. I wasn't quite sure what to do with the proceeds from my house sale, and am a lot more confident now. I am always so glad to talk to you. I'm glad you don't think I'm nuts to keep a fair bit of ready cash in my bank account, but I will move it to a savings account. I trust you implicitly and am so grateful that you are there for me to lean on. You are my rock. Besides, I really enjoy your company. Implicit Trust