Rod Smith Financial
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Rod Smith Financial in Stratford, ON, specializes in tailored wealth management planning and advisory solutions for high-net-worth families and business owners, focusing on long-term solutions, tax efficiency, and legacy planning. Their services include financial planning, wealth management, and tax planning, all designed to provide clients with a transparent and straightforward fee structure.
The firm emphasizes the importance of discipline, calm, and patience in investing, aiming to manage risk and seek value through long-term performance. Additionally, their tax services are geared towards minimizing clients' tax liabilities, ultimately increasing disposable income, particularly in retirement.
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