L S Smith & Associates

At L.S. Smith & Associates, we understand that your hard-earned money is a vital part of your life's goals and dreams. Our team of experienced professionals takes the time to understand your unique financial circumstances, educate you on solid solutions, and provide you with peace of mind. We consider your needs, goals, and dreams to implement a strategy that helps your financial future thrive.

Our Services

We offer a comprehensive range of services designed to cater to the diverse needs of individuals, families, and business owners. Our services include:

• Financial Advice: We provide personalized financial advice to help you make informed decisions about your money.
• Insurance Planning: We offer a range of insurance products, including life insurance, mortgage insurance, and critical illness insurance, to protect your loved ones and your business.
• Retirement Planning: We help you plan for a secure and comfortable retirement, with strategies tailored to your unique needs and goals.
• Tax-Free Savings Account: We assist you in maximizing your tax-free savings account to accumulate wealth over time.
• Registered Education Savings Plan: We help you plan for your children's education expenses with a registered education savings plan.
• Registered Retirement Savings Plan: We provide guidance on registered retirement savings plans to help you save for your retirement.
• Registered Retirement Income Fund: We assist you in managing your registered retirement income fund to ensure a steady income stream in retirement.
• Banking Services: We offer banking services to help you manage your daily finances and achieve your long-term goals.
• Tax Services: Our tax services include tax planning, preparation, and filing to help you minimize your tax liabilities.

Our Approach

At L.S. Smith & Associates, we take a holistic approach to financial planning. We believe that every individual, family, and business is unique, with their own set of challenges and opportunities. Our team of experts works closely with you to understand your goals, values, and priorities, and develops a customized plan that addresses your specific needs.

Why Choose Us

We pride ourselves on our commitment to excellence, integrity, and customer service. Our team of experienced professionals has extensive knowledge and expertise in the financial services industry. We take the time to understand your unique circumstances and provide personalized solutions that help you achieve your financial goals.