At Stratford Financial Planning
Our goal is to assist you in the creation and growth of your financial wealth and personal wellbeing through respect and understanding.
We strive to educate and empower you by applying the techniques and strategies best suited to achieving success in your situation.
Our clients are individuals, families, and small business owners—people with real goals who recognize the value of getting professional resources and direction in support of their achievement.
We are here to support and assist you through real-life financial concerns by providing reliable financial solutions. We work to guide you closer to your hopes and dreams by implementing an actionable financial plan customized with achievable recommendations and strategies.
We are here to help you and your family establish and maintain financial balance
Our firm has extensive experience in financial planning, investment management and personal tax preparation.
As a service-oriented business, we work to eliminate commission-based products (unless there is no alternative).
Who We Are
To us, it is straightforward: We invite you to ask us questions and to discuss your situation with us. Once we have sorted the details and agreed on the potential next steps, we then regroup and review your options, including all the available solutions. When you are ready to move forward, we move forward together.
Differentiating ourselves has not always been easy, as there are a lot of great firms and advisors out there. What sets us apart is our ability to offer continuous incorporation of estate and tax planning strategies into the management of your everyday financial affairs. We strive to better understand your current relationship with money by talking to you about your experiences, both good and bad, and by following data-tested processes to ensure we provide you with the service you deserve.
We provide the information you need to make the best decisions. We make available a broad selection of products and strategies so you can choose from the best and know you have made the right choice.
With more than two decades as Stratford Financial Planning’s principal Financial Planner, we know Shaun can help.
Stratford Financial Planning Inc. is an independent firm and strives to remain unbiased when serving the interests of our clients.
We are partnered with Peak Securities Inc., one of Canada’s top independent investment firms, and IDC-WIN, Canada’s best Managing Insurance Agency. With our partners, our clients gain access to every eligible investment carrier and insurance company available in each province, thereby strengthening our firm commitment to offering unbiased and independent services.
Financial products can be purchased almost everywhere. But at Stratford Financial Planning Inc., we know that satisfaction comes as the result of implementing and completing strategies designed to produce a positive outcome. This approach stands opposed to the constant, circular discussions that banks, large financial corporations, brokers and agents use to lead you towards the purchase of a product that will, in many cases, actually delay the achievement of your personal life goals.
Investment Advisor | Peak Securities Inc.
Financial Planner | Stratford Financial Planning Inc.
Shaun J Smith CFP, CIM
With more than 22 years of experience in the financial industry, Shaun started his career with one of Canada’s largest trust companies. Shortly after joining the firm, he moved into an advisory position in wealth management. He began professionally advising company clients until he left to begin his private financial planning practice in 2005.
Today, Shaun is committed to helping people articulate and document their financial objectives and life goals. He understands that gaining a clear impression of what matters to you and your family is essential before any financial strategy can be appropriately identified and recommended. Shaun supports individuals and families in two main ways: first, by assisting people with real-life financial concerns; and second, by providing financial expertise to those who require professional services or who perhaps only wish to gain insight on how to achieving a new or a lifelong dream.
Would you like to know more? Review Shaun’s responses to FP Canada’s questionnaire: The Ten Questions to ask a Financial Planner. (Review)
Now Taking Applications.
Over the years, we have found that our clients come to us for many different reasons. Some look for answers to concerns they wish to work out on their own, while others look for independent advice and an ongoing relationship they can depend on.
So, to deliver on our promise, we offer both free and fee-for-service financial planning and advice services, and fee-based wealth management services. The recommended approach will depend on the complexity of your situation.
Our free services are available to all new and existing clients who are looking for a dependable, ongoing advisor/client relationship. Our clients know they can count on us for any number of specific needs regardless of one’s stage in life. Through this service, all clients continue to receive unbiased financial solutions and monitoring services.
Our fee-for-service or second opinion comprehensive services are designed for individuals or businesses in need of answers to their concerns or big ideas. Together we explore a wide range of opportunities or sort through challenges that relate to your financial situation.
Our plans encompass an overview, evaluation, an outline of the best specific recommendations and plans of action for all areas of inquiry (with no product carrier suggestions). We will help direct all completed reports to your current advisor or, if requested, you may further retain the services of Stratford Financial Planning for free.
Please note that Stratford Financial Planning is a wholly-owned private practice based in Stratford, Ontario, Canada, with no direct ties to any financial institution. All financial strategies and recommendations are made in lieu of the products they represent.