About Us
At Stratford Financial Planning
Our clients are individuals, families, and small business owners with goals and real concerns who recognize the value of professional advice and support.
We strive to educate and empower you by recommending and applying the most effective strategies suited to you.
About Us
Since 2004, Stratford Financial Planning has provided tailored wealth management, planning, and advisory solutions to high-net-worth families and business owners.
Our focus is on long-term solutions, tax efficiency, and your legacy.
We treat estate, wealth management, tax advice, and financial planning as a single process for all clients, aiming to accomplish results today and for future generations.
Who We Are
Stratford Financial Planning Inc. is an independent fiduciary firm that strives to be unbiased. Your interests come first.
As an independent firm that offers fee-only wealth, financial, estate, tax, and advice services, we invite you to ask questions and discuss your ideas or situation. Once we have sorted the details and agreed on the potential next steps, we will regroup and review your options.
Dedicating ourselves to excellence, we set ourselves apart through communication, coaching, and personal assistance.
Consultations are free, and you are welcome to take as much time as you need.
Our Team
Financial Planner | Stratford Financial Planning
SJ Smith CFP, CIM
With more than 25 years of experience in the financial industry, Shaun started his career with one of Canada’s largest trust companies. Shortly after joining the firm, he moved into an advisory position in wealth management. After professionally advising company clients and gaining years of experience, he transitioned to private practice in financial planning in 2004.
Today, Shaun is committed to helping people articulate their financial and life objectives. Understanding what matters to his clients and their families is essential before any financial strategy can be recommended.