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Mark Hartviksen
John M. Kimpton, CFP, CLU, TEP, EPC
David Tremblett, CFP, TEP

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Steven A. Smith, CFP, CLU, CH.F.C.

Estate and Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tel: (416) 359-4124


Steven was one of the first Estate and Insurance Advisor to join BMO Nesbitt Burns Financial Services Inc. in August 1996. He is a Senior Vice President of the firm. With over 29 years experience in the Life Insurance and Financial Planning area, Steven is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Life Underwriter and a Chartered Financial Consultant. Steven is a member of Advocis, the CLU Institute, the Financial Planning Standards Council and a past member of the Estate Planning Council of Toronto. He was very involved with the life insurance industry as a Past President of the Toronto CLU Chapter and as a Trustee for the National CLU Board. With a specialty in planning for owners of private corporations, Steven has a keen interest in taxation and the role it plays in wealth and estate planning.