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

Email me

Jeff has over nine years of financial industry experience and 20+ years’ experience as a small business owner to 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.


 

Jaime Currie

Associate Wealth Advisor

Email me

Jaime has been with the team since March 2000. As a fully licensed Associate Wealth Advisor, her main objective is to provide high quality client service and is often the client's first point of contact. 
 
Working closely with David, the team, our specialists and clients, Jaime helps clients interpret, execute and follow up on their wealth planning strategies and opportunities.  She acts as a trusted guide for our clients as they navigate the wealth management process, identifying opportunities to leverage our tax, estate and insurance partners at RBC Wealth Management.  Jaime also builds strong relationships with our clients' existing professionals, such as accountants and lawyers, so that together they can help clients implement a coordinated wealth management strategy.

Tara Snively

Administrative Assistant

Email me

As the newest member to our team, Tara manages documentation and supports the team with daily administrative tasks, including cheque requests, contributions and account transfers. Prior to joining RBC Dominion Securities in February 2016, Tara spent over 21 years in various roles within the financial industry. Her diverse industry knowledge helps her complete tasks and respond to client inquiries quickly and efficiently.

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.

Tara Snively, Administrative Assistant, David Smith, Portfolio Manager & Wealth Advisor, Jeffrey Smith, Associate Advisor, Jaime Currie, Associate Wealth Advisor