We are financial advisors in Ontario and are registered through the dealer Monarch Wealth Corporation. We intend to draw on our own backgrounds and bring in experts to write about relevant issues and topics. Although we are financial advisors we will never directly ask or pressure anyone to become our clients. Remember this site is an extension of our blog/website; primary purpose of which is to create a forum to discuss topics of interest and educate the general public and our clients. We chose www.simplefinancialadvice.com because we, at all times, endeavour to give advice about financial services in Ontario that is free of agendas and that is transparent. What we mean by this is that we will tell you why we have discussed a topic and later on if that discussion has evolved we will note where it has changed and where it is still correct.
Scott McNiece has been working in the retail financial industry for over a decade. He was instrumental in developing processes which contributed to an explosion growth in store front outlets from 4 to 106. Focusing on the financial industry Mr. McNiece completed the Canadian Securities Course and although his interest was on derivatives he altered his course and moved to Planning. Of significant interest is that Mr. McNiece’s career included a stint as an Air Traffic Controller and noteworthy, is that he secured his pilot’s license the age of 17.
Shawn Smith has over 13 years of industry experience culminating in a Canadian Investment Managers designation received in 2007. In 1995 Shawn did his double honours graduating thesis's on internet security and change management within organization. His first job outside university was working for a record label. This was followed up by working for a marketing firm closely associated with Kraft. (Yes, he put the hockey players on the back of the Kraft dinner box.) Between now and then, Shawn has held several positions within the investment industry working for an international insurance group, investment counsellor portfolio manager, brokerage firms and now a mutual fund dealer.
