Jeffrey Smithson, CFP, CIM

Investment Advisor & Financial Planner

604-981-7876 | Email me
604-981-6646 | LinkedIn

Jeffrey is passionate about learning his client’s story and helping them achieve their financial and life goals.  He develops the comprehensive plan that addresses their unique wealth management needs, engaging his team of experts to provide specialized advice as needed.  Jeff provides ongoing guidance and advice to clients and oversees portfolio design.

Jeffrey has been managing wealth for private clients for over a decade. He brings a disciplined planning approach to RBC Dominion Securities after spending eight and a half years guiding clients as a Financial Planner with RBC Royal Bank.  Jeffrey is an accredited financial planner, holding the industry’s gold-standard Certified Financial Planner designation since 2009. He also holds the Chartered Investment Manager designation and is insurance licensed. Prior to starting his career in wealth management, Jeffrey obtained a Bachelor of Applied Science and Engineering degree with a biomedical specialization from the University of Toronto in 2004.

Outside of the office, Jeff is an avid squash player, mountain biker, kite surfer, and skier. He likes to give back to the community through volunteering with Vancouver Adaptive Snow Sports and by playing an active role in the squash community.  Jeffrey and his wife, Jerica, live on the North Shore with their two French bulldogs, Lou and Gus.

Samuel Morris

Associate

604-981-2360 | Email me

Sam always strives to provide the highest level of client service. He is dedicated to fulfilling all clients needs while providing the most efficient and best experience possible. He helps with client inquiries and contributes to administrative tasks and actions.

With previous experience working as a Client Advisor for the Royal Bank, Sam brings client service skills to RBC Dominion Securities. Sam has received a Bachelor’s degree from McGill University majoring in Economics and is currently a candidate for the Canadian Securities Course through the Canadian Securities Institute.

While out of the office, you can find Sam training or racing in either cycling, running, or cross country skiing.

Katerina Kem

Associate

604-981-6502

Getting to know clients and providing them with an excellent experience has always been important to Katerina.

She has worked in the financial services industry since 2012 and joined RBC Dominion Securities in 2016. Katerina obtained a Bachelor Degree in Linguistics from Volgograd State University, Russia and completed the Canadian Securities and the Conduct and Practices courses through the Canadian Securities Institute.  Additionally, she has an Associate Certificate in Human Resources Management from BCIT.

Katerina and her husband, Daniel, live in North Vancouver and enjoy traveling, hiking, and cooking together.  She is particularly fond of seafood and likes to crochet for kids.