MEET THE SMITH TEAM
(left to right - Jeff Smith, Associate Advisor,
Dennis Smith, Vice-President - Investment Advisor,
David Smith, Investment Advisor, Jaime Vanderaa, Associate)
David Smith, BBA, CIM
Portfolio Manager / Investment Advisor
David is in his 11th 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.
Dennis Smith - Vice-President & Director
Investment Advisor
Dennis' commitment and dedication to his clients over the years has been recognized with his latest achievement of Director designation. This title is the firm's highest honour which recognizes senior Investment Advisors for their standing in the firm and for the superior client service they provide. With 40 years experience as an Investment Advisor with the firm and 25 years experience as Branch Manager (1969-1994), Dennis continues to provide investment advice to a large clientele.
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.
Jaime-Lynn Vanderaa - Associate
Jaime began her career with David and Dennis in March 2000. As a licensed Associate she is the first point of contact for day-to-day operations. Jaime manages client administration including account inquiries, reporting and performance, tax issues, deposits, withdrawals and online access.
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.
