Find your way to wealth with David Smith.
Being a good father has taught me a lot about being a good financial advisor.
There’s a commitment that I make to my clients that is similar to the one I make to my family – to be thoughtful, thorough, engaged, and aware of their needs and goals. I know that in order to be really good at both of these important roles I have to be willing to go the extra mile.
My career in the financial sector started on Bay Street, working for a big bank. While I learned greatly from this experience, I longed to return to my hometown of Hamilton, and work for an organization that encouraged a deeper connection with clients and the community. In this respect, FirstOntario provides me with the perfect environment.
Commitment to professional development and on-going education is something that I take seriously because it informs my judgment and recommendations. As such I have obtained certification as a Professional Financial Planner (PFP), and have taken numerous courses related to securities, mutual funds, and taxation.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment portfolios, tax planning, stocks and bonds*, mutual funds* and retirement planning.
(905) 538-5324 · firstname.lastname@example.org
*Mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.