Daryl Smith CFP, ChFC, CLU, TEP – President
Daryl Smith is a Chartered Life Underwriter, Certified Financial Planner, Chartered Financial Consultant, and Trust and Estate Practitioner.
Daryl has been providing business owners, professionals, and their families with Estate and Benefits planning for over 30 years. His areas of expertise include Insurance and Risk Management, Estate Planning Opportunities, Employee Benefits Design and Ongoing Plan Management.
Daryl is a member of the Conference of Advanced Life Underwriters, Advocis, and the Edmonton Estate Planning Council.
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