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.

Hanna Bulhakova

Administrative Assistant

604-981-2318 | Email me

With more than 15 years of industry experience, Hanna enjoys applying her expert knowledge to provide our clients with unparalleled service. She creates an exceptional day-to-day experience for our clients with her empathetic communication style and seamless administrative support to keep our operation running smoothly.

Prior to joining our team, Hanna worked as an accountant at a mutual fund investment firm, as well as a Senior Representative at RBC Investor Services. She holds a Bachelor of Business Administration with a major in finance and international business from Simon Fraser University.

Hanna lives on the North Shore with her family, and enjoys sailing, hiking and learning new languages in her free time.