Have a vision for your future?


For almost two decades, The Smith Team of RBC Dominion Securities has personally guided executives, business owners and young professionals in P.E.I. and across the country toward achieving their financial goals.  We take the time to understand your values and aspirations by providing the highest quality comprehensive wealth management advice and service. We lead you through the process of defining your financial vision, capturing what is meaningful to your life goals and prioritizing those goals on a personalized roadmap that we follow together. 
 
Whatever you have envisioned for your financial future, our expertise, methodology and resources can help bring your story and goals to life.
 
 

David Smith

Vice-President, Portfolio Manager & Wealth Advisor BBA, CIM

Jeffrey Smith

Associate Advisor

Jaime Currie

Associate Wealth Advisor

Tara Snively

Administrative Assistant

Important notices