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Cheryl Smith

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P1G1

Languages

    English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.