Products & Services
We have relationships with every major mutual fund and insurance provider to help ensure that each component of your personal plan is implemented with an industry-leading solution.
Core Products
- Mutual Funds
- Segregated Funds
- Exchange Traded Funds (ETF)
- Life Insurance
Accounts
- Registered Accounts (RRSP, RRIF, TFSA, RESP)
- High-interest Savings Accounts
- Fee Based Asset Management (F-Class mutual funds)
Planning
- Financial Planning
- Investment Planning
- Tax Planning
- Retirement Planning/Income
- Profile Analysis
Meet The Team
David Smith
Owner, Certified Financial Planner
David began his career in the financial services industry in 1995 after completing his degree in Economics from Brock University. Over the past two decades David has built a business based on integrity and the highest level of client service. His proactive nature and his commitment to excellence has earned him the trust of his clients and the respect of his industry peers. David and his wife Cara reside in Jordan Station, along with their three children; Jessica, Liam and Renee. David’s commitment to his family and his faith are the keys to his ability to personally connect with his clients and serve them with distinction & excellence.
Liam Smith
Administrative Assistant
Liam joined the business in 2022 after completing a Business and Administration degree at Brock University. He is an outgoing and personable gentleman who enjoys interacting with others. He values connection and living out his faith. Liam resides in Jordan Station with his wife and enjoys badminton, basketball, and volunteering at his church. Liam is excited to work at Redwood Financial Group and serve our valued clients.
Shari Western
Office Administrator
Shari joined the team in 2008, after spending the last number of years as a home operations manager. Her excellence in client relations and her unmatched organizational skills made her an immediate asset. Shari has a love of theatre, music and all things with personality. Shari finds the most joy in spending time with her husband Troy and 2 children. As your first point of contact, we are confident that you will appreciate her as much as the rest of the team.
Client Access
The Investia Client Portal provides you with a quick, easy and user-friendly way to view your portfolio and investor profile information.
On your first visit to this portal you will need to create an account to register. If you are experiencing technical difficulties, please call 1-888-585-1005 for immediate assistance.