Connie Smith, CFP ®

Connie Smith is a Certified Financial Planner® and Insurance Specialist at Mason Capital Inc, a financial firm focusing on providing tailored financial solutions to each of its clients. With a vast knowledge base, strong integrity, and years of experience, Connie specializes in helping individuals identify and pursue their financial goals.

As a Private Wealth Advisor with Raintree Financial Solutions, Connie combines her passion for helping clients with her professional skill set as a Certified Financial Planner® to offer clients access to private investments and portfolio management firms.

As part of a holistic approach to planning, Connie also provides insurance strategies to complement a client’s needs as a licensed Insurance Agent.

Prior to joining Raintree in 2019, Connie spent almost 30 years working at Scotiabank, helping clients achieve investment, borrowing, and financial planning goals. Consequently, she has gained exceptional knowledge and experience in helping clients of all levels better manage their wealth.

Connie enjoys traveling and spending time outdoors. When not working, she is often found on her country property gardening and spending time with friends and family. Having fun and creating memorable experiences with her growing family is an ongoing priority.