Lindsey Smith
Financial Planner at Coastal Community & Investment Advisor at Aviso Wealth @Coastal Community Private Wealth Group
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WORK HISTORY
Financial Planner at Coastal Community & Investment Advisor at Aviso Wealth @Coastal Community Private Wealth Group
Vancouver Isand, BC, CA
My passion is to help you achieve all of your dreams through a disciplined and simple approach to saving. I assist clients, members and employees with setting concrete goals for their future and together we implement a plan to achieve those goals. Short, medium and long term, we work together to develop a path to follow with support along the way! Let me know if you would like to get started saving for your future today!Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
EDUCATION
Canadian Securities Institute
Wealth Management Essentials, Investment Advisor
Canadian Securities Institute
Canadian Securities Course
FP Canada
Level 1 Certificant in Financial Planning
Responsible Investment Associa
Responsible Investment Specialist
FP Canada
Certified Financial Planner
Canadian Securities Institute
Life License Qualification Program
Canadian Securities Institute
Investment Funds in Canada
ABOUT LINDSEY SMITH
With over 23 years in financial services, including 20 years in wealth management, I’m passionate about making financial planning approachable and understandable. As a Certified Financial Planner® professional and Responsible Investment Specialist, I’ve had the privilege of working with clients, credit union members, and internal teams to navigate complex financial challenges, helping them achieve clarity and confidence in their financial futures.Throughout my career, I’ve built a reputation for delivering friendly, down-to-earth guidance that simplifies the complexities of financial planning. I prioritize trust, accountability, and strong relationships—whether I’m working one-on-one with clients or collaborating with internal teams. My goal is always to help you feel empowered, informed, and on track to meet your financial goals, without the confusion or fear that often accompanies investing.I love helping people connect with their financial goals and values, and I take pride in effecting positive change, not just for my clients, but within the teams I work with as well. I believe in providing clear, actionable steps to guide you toward your future success.Outside of work, I’m a proud wife and mother of three, a long-time resident of the Comox Valley, and an outdoor enthusiast. When I’m not helping clients plan for the future, you can find me mountain biking, skiing, dirt biking, or traveling with my family. My passion for animals, the outdoors, and family life keeps me grounded and connected to what truly matters.Whether you\'re starting your financial journey or looking for a second opinion, I’m here to make the process straightforward, clear, and aligned with your personal goals.
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