604.639.3968 |
dsmith@evolutionstrategies.ca

“With almost 30 years experience in the financial planning industry representing a trust company, two investment brokerages, and the major insurance companies, I am well positioned and committed in developing your “protection portfolio”, protecting and enhancing what you are busy building and those who matter most to you.”

Deidre’s diversified experience and education gives her a deep understanding and knowledge base from which to support her clients’ needs.

Deidre’s experience spans the financial industry spectrum, from a national trust company and bank, independent financial planning fee-for-service firms, and two national investment advisory firms.  Her education is as diverse, holding her Certified Financial Planner, Professional Financial Planner and Certified Investment Management designations.  Committed to education, Deidre also spent several years teaching the Life Insurance Qualification Course (LLQP).   Both her experience and education provide Deidre, a unique advantage working with clients, bringing the very best solution to addressing individuals’ unique needs.

Deidre is deeply committed to supporting her clients in making informed decisions, providing peace of mind knowing their risk management portfolio will complement and protect what they are busy building and give freedom to move forward doing what matters most in their life.

A busy mom of two active sons and life partner to a successful professional and business owner, Deidre is keenly aware of busy active lifestyles.  When not assisting her clients, she can be found hiking the North Shore trails with her beloved pup, or skiing, cycling, and playing squash with friends!

CFP®, Certified Financial Planner® and the CFP logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® / ™ are trademarks of FPSC, unless indicated.