INVESTMENTS
INSURANCE
LIVING BENEFITS
PRODUCT SHELF
BIOGRAPHY
CONTACT

Investments

Take a look at Phoenix Financial's investment services.

Insurance

How we can help you with insurance.

Living Benefits

Helping you through living benefits.

Product Shelf

Phoenix Financial Services is associated with Financial Horizons Group as our MGA. We therefore have these insurance providers and products available to us:

Robert Smithyman, BA, CLU

Biography

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.

Chartered Life Underwriter (CLU®) Designation

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

Contact Us

Please contact us via phone or email for an appointment

Kingston Office

920 Gardiners Rd Suite #3

Kingston, ON K7M 7N2

tel: (613) 389-4002

fax: 613 389 6406

email: smithyman@phoenixfinancial.ca

open: Monday - Friday