Cheryl Smith

My Background

With an extensive background in accounting and financial services, Cheryl joined BMO Nesbitt Burns in 2003 where her genius for numbers met her passion for helping people. As an Investment Advisor, Portfolio Manager, Cheryl is solution-oriented and thrives on helping clients achieve their financial goals through understanding the connection between today’s steps and the results that will follow in years to come. Her methodical approach to financial planning encompasses helping clients define their retirement goals at the outset and creating detailed Retirement Plans and customized portfolios that are suitable for them to achieve their specific goals. She brings her clients full circle through estate planning, helping them define how they want their wealth handled and executing strategies so that their wishes for their estate are carried out. Cheryl has a Certificate in Advanced Investment Advice, a Financial Management Advisor (FMA) designation and a Chartered Investment Manager (CIM^®) designation from the Canadian Securities Institute, and a Masters of Arts in Theology from Briercrest Seminary. While her best day includes creating beautiful portfolios or financial plans that demonstrate each clients’ personal financial goals being met, she also enjoys nature, going for walks, and spending time with family and friends.