Gary Smith CFP, TEP, RRC, CHS, CPCA
Gary began his career in the financial services industry with Metropolitan Life. In 1999, he moved to Investors Group, holding the titles of Insurance Manager and presently Insurance Planning Specialist. Gary is a CFP (Certified Financial Planner professional), a TEP (Trust and Estate Practitioner), an RRC (Registered Retirement Consultant), a CPCA (Certified Professional Consultant on Aging) and a CHS (Certified Health Insurance Specialist).
Gary specializes in building customized insurance and estate planning solutions for both family and business needs. He helps Consultants and clients by providing strategies that involve protection, guaranteed retirement income, wealth accumulation, wealth preservation and efficient wealth distribution.
Outside of work Gary enjoys spending time with family, golfing and actively participates in helping many charities, including a charitable foundation he started in January of 2015.