Melanie Smith Email & Phone Number

As Founder of Lakeland Family Office, Melanie's focus is to work with couples and families to help meet personal financial goals, protect family wealth and establish lasting multigenerational legacies. Melanie has attained some of the most highly respected designations available in the industry, and this academic foundation, along with her family-office resources and unique planning process, allow her to deliver a highly personalized and comprehensive wealth management program around the needs of couples, their legacies, and the rising generation. She spends much of her spare time with her husband and two sons, and she also enjoys reading, playing golf, downhill skiing and competing in triathlons. She is the Past Board Chair for the YMCA of Simcoe/Muskoka.Melanie can assist clients in the following provinces: Ontario, Alberta, and British Columbia.

Listed skills include Wealth Management, Financial Planning, Strategic Financial Planning, Investments, and 23 others.