David Smith, BBA, CIM

Vice-President, Portfolio Manager & Wealth Advisor

902-566-5544 | Email me
902-566-1569
1-800-463-5544

David has been in the financial services and wealth management industry since 1998.  As the lead of our team, he takes a big-picture approach to investment planning, ensuring all aspects of your wealth are accounted for and designing a multi-faceted strategy to meet your goals. In addition to investment management, this process involves coordinating with his network of financial specialists to provide advice and solutions in the areas of financial planning, Will and estate planning, business succession planning, tax strategy design and more. He is also a licensed Discretionary Portfolio Manager, and is responsible for the day-to-day management of your investment portfolio.

As a Portfolio Manager, David ranks among a select group of Advisors at RBC Dominion Securities who are qualified to offer Private Investment Management – our premium advisor-managed portfolio service. Through this service, David can handle the day-to-day management of your investment portfolio, taking advantage of market opportunities quickly. Portfolio Manager is one of the highest designations available in the investment industry and reserved for advisors who have consistently demonstrated a commitment to the highest standards of ethics and professionalism.

David also holds his insurance license and is a member of the firm’s Executive Council – a group comprised of some of our most successful Portfolio Managers and Investment Advisors.

 

Jeffrey Smith

Associate Advisor

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Jeff became part of the team in 2007. His 12 years of financial industry experience and 20+ years’ experience as a small business owner complement his role as an Associate Advisor. He works closely with David to help monitor the progress of our clients’ portfolios and design and update investment models for our Private Investment Management offering.

In addition to preparing and reviewing client portfolios, Jeff helps develop comprehensive wealth management strategies and conducts market research.  He devotes many hours every day to studying the latest reports from RBC Capital Markets and other resources to keep the team aware of events and opportunities for our clients.


 

Celeece MacIsaac

Associate

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Celeece started working with The Smith Team in October 2018.  Her role includes fulfilling various client requests, documentation and daily actionable items. Celeece also supports the team preparing and scheduling client meetings. As a small business owner, her knowledge, positive attitude and professionalism perfectly complement the Smith Team’s high standards for client service.

Sandra Macdonald

Administrative Assistant

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As the newest member of the team, Sandra’s role, similar to Celeece’s includes fulfilling administrative request and inquiries, prepping and scheduling client meetings. Sandra has a background in business and product development with over 15 years’ experience starting and running successful projects and businesses in the international arena, covering both the NGO and private sector space.

 

Our team of professionals is dedicated to providing clients with the highest standard of service. 

Our mission is to ensure that every client call has an immediate personal response.

 
In addition to our team our Wealth Management Specialists will work one-on-one with you,
drawing upon the full resources of RBC to create sophisticated, individually tailored wealth management plans for high-net-worth individuals and families.