Our People

Codie Smith

  • Relationship Manager
  • Wealth

Our People

Codie Smith

  • Relationship Manager
  • Wealth

What do you do?

Simplifying the complex in financial planning. Financial education is important to me, no matter what stage of life you’re at. It’s important to understand where you want to be, and the path that will get you there.

Not everybody needs wealth management right away, but everybody needs financial planning – and that’s where I like to add value to my clients’ lives.

Why do you do it?

Seeing our clients’ goals and dreams become a reality because of the solutions we put in place is a big tick for me.

What’s on top of your bucket list?

I’d like to camp at Arches National Park in Utah, and see the sights of Canada via a campervan. There’s plenty more!

Codie's stories

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