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Our Mission Statement
We provide confidence and peace of mind for investors by creating client-centered, custom financial solutions.

Our Principles
1)  Advice 'you can rely on' comes from understanding your situation.
2)  It's not 'what' you choose to do, it's 'how well' you do it.
3)  A high quality process is key to high quality results.
4)  Focus on the 'How'

Good advice is not expensive, bad advice is.

One of the main differences about Jason is that in addition to sound Portfolio Management he strives to address the issues that matter most to his clients. One question he likes to ask is ‘What is important to you about money’? It is not a question to be taken lightly.

People have different values and ideas about what they want out of life. How they thoughtfully answer this question will go a long way in determining how their financial solutions are created and managed.

Jason believes that people deserve a professional who listens and comprehends what is important in their lives. Working with someone who can communicate with your existing Legal and Accounting Professionals to ensure that a financial blueprint is in place to ensure your future. If you feel you deserve the same Jason would like to hear from you. Please call (519) 252-4523 to set an appointment.

Bio for Jason David Smith, BA,BComm,MBA,CFP
For over 11 years now Jason has been with RBC Dominion Securities, helping his clients simplify their finances and reduce the complexity associated with the day-to-day management of their financial assets. Years of experience dealing with the needs of high net worth clients has lead Jason to create a wealth care system. This system allows his clients to maintain an active role in the creation and management of investment policy, while delegating much of the management duties to Jason.

He is a fully licensed Investment Advisor and insurance representative. Jason has earned a Certified Financial Planner (CFP) designation as well as completing the Professional Financial Planning course of the Canadian Securities Institute.

With a unique outlook, Jason is a regular speaker on investment, insurance and estate planning topics to associations and clubs. His Professional teaching experience includes the CFP courses at St. Clair College as well as graduate experience at the University of Windsor. Many Windsorites are familiar with him as a financial commentator on CBC Radio.

Testimonials from organizations that have had Jason speak to their retiring employees: "Mr. Smith has been both professional and insightful. His often humorous and entertaining style takes what can be overwhelming subject matter and makes it enjoyable." - City of Windsor

While both sides of Jason's family originated in the Essex/Kent county area (Tilbury and Chatham), he was born in Brantford, raised in Mississauga and Oakville before attending the University of Western Ontario, in London.

It was at Western he earned his first degree, a B.A. in Arts. While pursuing what he thought would be a career in either the written or visual Arts, he met the love of his life, Linda. After a few years working in film production and media in Toronto, he and Linda moved to Windsor to complete a MBA degrees from the University of Windsor. They are devoted to their two children.

Jason has served on various boards and assisted with charities and social clubs but most recently helped formulate the strategic mission of The Windsor Endowment for The Arts.

Please feel Free to Call or e-mail Jason with qestions or comments