Margaret J. Smith, CPA, CFP
Partner & Director of Planning & Tax Services
Margaret is a Partner at Canal Capital and serves as the Director of Financial Planning and Tax Services. Before joining Canal, Margaret was in a similar role at Heritage Wealth Advisors. Prior to that, she worked in research for a multinational firm – Thomson Reuters.
As Director of Financial Planning and Tax Services, Margaret focuses on proactive income and estate tax planning. Margaret also assists with the Investment Committees decision making process.
Margaret received her undergraduate degree in Economics from the University of Virginia and Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University. She is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®), and a member of the American Institute of Certified Public Accountants (AICPA) and Virginia Society of Certified Public Accountants (VSCPA).
Margaret is a native of the Northern Neck of Virginia and currently resides in Mechanicsville with her husband, Blakely, daughter, Ellie, and son Price. Margaret serves on the Trust Oversight Committee for the Community Foundation for a greater Richmond, the Essex County Conservation Alliance, and the Society for Financial Service Professionals.