Robert Smith Financial is a fully integrated financial services company operating at 5 George Street in Markham, Ontario. Investment products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
We take pride in having earned the right to assist over 400 clients with their money and financial goals.
We take greater pride in the fact that our client base has grown NOT through marketing campaigns, but by focusing our efforts solely on client needs. Following this approach, we are grateful to have received so many unsolicited referrals from our happy clients. We do not suggest we have line-ups at our door, but the quality of our work has always kept us very busy, and continues to.
Our advice is truly comprehensive, encompassing multiple elements of finance including investments, taxation, estate planning, and debt management. We know that your financial security is greatly enhanced, and our advice is far more effective, when we are able to consider ALL of the areas.
Robert A. Smith, CFA, CFP® is a Portfolio Manager with Raymond James Ltd. Although firms, regulators, and official titles have evolved over the years, Robert has been providing clients with financial services since 1991. He earned his BA in Economics from the University of Western Ontario. He is a CFA (Chartered Financial Analyst) charterholder and a CFP® (CERTIFIED FINANCIAL PLANNER®). In 2006, he co-authored the tax book “Dollars From Change”.
Blair Isaac, CFA, CFP® is a Portfolio Manager with Raymond James Ltd. He earned his BA in Economics from the University of Western Ontario. He is a CFA (Chartered Financial Analyst) charterholder and a CFP® (CERTIFIED FINANCIAL PLANNER®). He has also earned his CIM® (Chartered Investment Manager) designation.
Kari Sutoski has worked with Rob since 2003. She earned her BA from Wilfrid Laurier University. She is highly proficient in bookkeeping/tax return work, and manages all aspects of our building and business.
Denitza Lio, CIM® CFP® assists us with all aspects of investments and taxation. She has passed the Canadian Securities Course, earned her CIM® (Chartered Investment Manager) designation as well as her CFP® (CERTIFIED FINANCIAL PLANNER®) designation.
Ashleigh Oucharek assists us in all aspects of our business operations. She earned her Honours B.A. in Finance from Guelph University as well as her Business Diploma from Humber College. She has worked in the financial industry for 15 years.