MEET THE SMITH TEAM
(left to right - Todd Gregory, Assistant,
David Smith, Investment Advisor,
Jeffrey Smith, Associate Advisor)
David Smith, BBA, CIM
Portfolio Manager / Investment Advisor
David is in his 12th year in the financial services and wealth management industry and is a licensed Discretionary Portfolio Manager. Discrentionary Portfolio Manager is one of the highest designations available in the investment industry and represents David's commitment to the highest standards of ethics and professionalism.
Jeffrey Smith, BBA - Associate Advisor
Jeff brings 20 years experience as a small business owner to the team. He joined the team in January 2007 as an Associate Advisor and assists David and Dennis in the management of clients' wealth and investment strategies.
Todd Gregory - Assistant
Todd joined the Smith team in November of 2009. He is currently a 4th year student at UPEI working towards an Economics and Business degree. Todd has taken on the assistant role to David and deals with account processing and administrative duties.
Our team of professionals is dedicated to providing clients with the highest standard of service. With four points of contact it is our mission to ensure that every client call has an immediate personal response.
