Steve Hillier, CFP®, CIM

Certified Financial Planner

Steve has three major areas of service that he provides:

  • Retirement Income Planning and Estate Planning to Pre-Retired and Retired Clients.
  • Complete Financial Planning to families who want to pay off debt, save for their children's Education and save for retirement. 
  • Has a special interest in Charitable Giving and in creating Estate Plans that reflect personal values including love of family and love of community.

Today, Steve serves over 400 clients in Smiths Falls, Perth and throughout Eastern Ontario.  Although working mainly as a financial planner since 1983, he has gained experience in the past as a branch manager, general manager and compliance officer.

Steve enjoys married life with Wendy and his two adult daughters and a granddaughter.  In his spare time he enjoys travelling, cycling, running, squash and tennis.