Take a look at Phoenix Financial's investment services.
How we can help you with insurance.
Helping you through living benefits.
Phoenix Financial Services is associated with Financial Horizons Group as our MGA. We therefore have these insurance providers and products available to us:
I began in the insurance industry in 1985 and co-founded Phoenix Financial Services in 1988. In 2001 I became the sole owner of Meggs Rayner Smithyman Insurance Agency Ltd. O/A Phoenix Financial Services.
The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
The CLU designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute™”). The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
Member since 1991
Lifetime member of Financial Horizons Group’s
DIAMOND CLUB
since 2008
Please contact us via phone or email for an appointment
920 Gardiners Rd Suite #3
Kingston, ON K7M 7N2
tel: (613) 389-4002
fax: 613 389 6406
email: smithyman@phoenixfinancial.ca
open: Monday - Friday