Jason David Smith, MBA, CFP®, CIM

Wealth Advisor

519-252-4523 | Email me
519-252-3672 | LinkedIn

Jason's married for over 27 years to Linda Smith, the CEO of the BBB for Southern Ontario. They have two grown children Victoria and Fletcher. Please find more on LinkedIn

He's been with RBC DS for over 24 years. His process involves three steps. A first review meeting, then an in depth analysis of the information gathered. Finally the presentation of his findings. This is done at his risk and without pressure. While it is how we win the right to service our clients, we know not all choose to become clients. It is always a compliment to be asked for an opinion and we take it as such. To begin the process contact Jason via phone or email.

Lisa Van Kuren


519-252-3241 | Email me

Lisa joined the Financial Services Industry in 1988 with RBC Royal Bank.  She moved over to RBC Dominion Securities in 2008, she has completed the Canadian Securities Course and is  licensed as a Investment Representative. 

Lisa is responsible for all administrative functions and executes all  with an exceptional level of customer service.

She and her husband Kipp have two children who are actively involved in Hockey and Dance.  She keeps herself  busy volunteering with school functions, keeping active and mostly enjoying time with her family and friends