Topline | Robert Smithyman

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Robert Smithyman

Owner at Phoenix Financial Services

Intro Book

Financial expert with 35+ years of experience in estate planning, financial advisory, and insurance.

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Location

Kingston, Ontario, Canada, CA

Skills

Estate Planning
Financial Advisory
Financial Planners
Fixed Annuities
Pensions
Insurance
Retirement Planning
Financial Planning
Critical Illness
Investments
Mortgage Lending
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$200.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Robert has 35 years of experience in the financial industry, which is a significant amount of time. He’s got a Bachelor’s degree from Queen’s University, which adds some prestige. He’s also a Chartered Life Underwriter (CLU), which is a professional certification. Location is Kingston, Ontario, Canada, which is not a hub for finance. However, his skills are in demand. Financial professionals with his level of experience, especially in estate planning and insurance, typically charge higher rates. Maybe around $200–$300 per hour? But considering his certification and experience, maybe higher. Some financial advisors with similar experience might average $250–$350. So I’ll estimate around $225

Bio

Generated by

Topline AI

Robert Smithyman is a seasoned financial professional with 35 years of experience in estate planning, financial advisory, and insurance. He holds a Bachelor's degree from Queen's University and is a Chartered Life Underwriter (CLU).

Credentials

CLU

-

Jan, 1991
- Jun, 2026

Experience

Phoenix Financial Services
- Kingston Ontario
- Owner
  - Nov 1988 - Present
  - Kingston Ontario
  Life Insurance, Disability Insurance, Critical Illness & Investments
Great-West Life
- Kingston, On
- Sales Representative
  - Jan 1985 - Oct 1988
  - Kingston, On
Sporting Goods industry
- Kingston On
- Retail Sales and Manager
  - Oct 1978 - Dec 1984
  - Kingston On

Education

1974 - 1977

Queen's University

1974 - 1977
1969 - 1974

Ernestown Secondary School

1969 - 1974

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Robert Smithyman

Refer a Friend to Get
100 Credits For FREE

$200.0

Hourly Rate