ScottĀ Smith, CFA

Vice-President & Portfolio Manager

613-721-8534 | Email me
613-721-4680
1-800-423-8812

Scott offers a wealth of experience as a Portfolio Manager and Investment Advisor. He has more than 20 years of portfolio management and banking industry experience. He has built his practice on strong client relationships and a reputation based on trust and client service. Scott achieved the Chartered Financial Analyst (CFA) designation and holds a Bachelor of Commerce degree from the University of Ottawa. With his technical expertise, Scott provides customized advice to individual clients, foundations, corporations and trusts.  Scott is a member of the CFA society in Ottawa.  

Scott and his wife, along with their two children live in Ottawa & he is also an avid runner.

Lynne Sabourin | Assistant

 

Lynne has assisted clients with their financial affairs in various capacities since 1994. As the assistant for the team, she provides exceptional client service, administration and compliance support to high-net-worth clients and families. In her previous role, Lynne earned a client service excellence award in recognition of her efforts. Clients are welcome to contact Lynne for their day-to-day administrative and scheduling queries.

 

Lynne and her family live in Ottawa

 
 
Additional Team Members
 
 
 
Joe Power, LL. B., TEP  Will and Estate Consultant

Joe graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation. Joe works closely with our team to provide our clients with information on structuring their estates in an efficient and tax effective manner.        

 
Suzanne Simourd, CLU, ChFC  Insurance Specialist
Suzanne is an integral member of our wealth management team.  She offers effective solutions to optimize clients' financial security, increase their net worth and reduce the impact of taxation today and at death.
 
Suzanne began her insurance career in Winnipeg, Manitoba in 1986.  Her experience as a successful sales advisor, sales manager and training officer enables her to work effectively with a variety of clients with diverse needs and complexities.  She is skilled at clearly communicating both clients' goals and available insurance strategies to achieve their specific objectives.  Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne is committed to ongoing professional development and the respective codes of ethics and standards of conduct required by her professional designations.
 
After working in Southern Ontario for 18 years, Suzanne moved with her husband to Ottawa and joined RBC in 2008.  She loves to spend time with her family in Ottawa and at their cottage in the Thousand Islands.
 
Steve Hunter, CFP, MBA  Financial Planning Specialist
 

Steve Hunter has been in the investment industry since 2002 and with RBC Dominion Securities since 2006.  Steve pursued a distinguished 25-year career in the technology industry before joining the investment industry in 2002.  Prior to joining RBC in 2006, Steve was an Investment Advisor with a large multi-national investment company advising his clients on both investment and life insurance solutions.  In addition, Steve is a member of the Professional Engineers of Ontario.

Steve, his wife and their teenage children live in rural Kanata.