Lindsey Smith, CFP, RIS

With over 22 years in financial services, including 19 years in wealth management, I’m passionate about making financial planning approachable and understandable. As a Certified Financial Planner® professional and Responsible Investment Specialist (RIS), 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.