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Pat Smits, Financial Advisor

FINANCIAL ADVISOR
Pat Smits

CFP®, CEA®
12 Mac Donald Street, Forest, ON N0N 1J0opens in a new window
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Focus Areas

  • Business owner considerations
  • Estate and legacy strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies

About Pat

In 2001, I joined Edward Jones as a financial advisor, and became a limited partner in 2007. Before Edward Jones, I graduated from Westervelt Business College and worked as a financial advisor at St. Willibrord Credit Union for 20 years. I attained my CERTIFIED FINANCIAL PLANNER® designation in 2000. I have been an active member of the community, serving as the president and vice president of the Forest Kiwanis Club from 2013-2015 and I have been an executive member for Lambton Shores Minor Hockey Association.

Our branch team includes Branch Office Administrator, Terrie Core, Branch Office Administrator Trainee, Viktoriia Palash, and...

Work History

  • Edward JonesDecember 2001 to Current

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(519) 786-4924

Fax

(866) 777-8065

Office Address

12 Mac Donald Street
Forest, ON N0N 1J0opens in a new window

More to explore

My priorities

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Setting your path

We use an established process to help you reach your goals.

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