Carol Smith

Financial Advisor
Desjardins Financial Security Independent Network

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Specialist (RIS)
Responsible Investment Advisor Certification (RIAC)

I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.

I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Other
Minimum Account Size


Investor Type Dealt With



Type of License


Provinces Licensed In
  • Ontario