About our team

Welcome, and thank you for learning more about what Jason Smith and his team can do to help increase your family's financial security.

I invite you to read my Insights for market updates and contact me with any confidential questions.

We help clients Plan and Invest to ensure a comfortable future.

For over 22 years we have helped clients navigate a wide range of market conditions. My 'tried and true' strategies for investing have endured everything from the bull market of the 1990s, to the tech bubble of early 2000, to the terrorist attack of 9/11 and the more recent ongoing financial crisis.

We use impartial, objective results-based strategies for today's markets. Our realistic advice emphasizes putting the interests and needs of our clients first. 

Our open and clear business approach works well with professionals, business owners and executives, and all income-seeking investors.

We also have extensive expertise with endowments and investment advice for not-for-profit organizations.

RBC Dominion Securities is an industry-leading platform with a depth of resources providing you with security and peace of mind. 

Many in Windsor know Jason after two years of The Early Shift on CBC Radio, serving as the 'Personal Finance Correspondent'. Jason is a regular speaker on investment, insurance and estate planning topics to associations and clubs. His professional teaching experience includes the Certified Financial Planning courses at St. Clair College as well as graduate experience at the University of Windsor.


Contact us if you have any questions.



Recent Blog Posts

Why can’t the stock market shake off the downward pressure?

Jun 23, 2022

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

Read more

Jason David Smith, MBA, CFP®, CIM

Wealth Advisor


My Team

Jason David Smith

Wealth Advisor MBA, CFP®, CIM

Lisa Van Kuren