David Smith, PFP

Investment Advisor
FirstOntario Investments / Credential Securities

David Smith

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 · david.smith@firstontario.com

IIROC Advisor Report