Private Wealth Advisor, FirstOntario Credit Union
Senior Investment Advisor, Credential Securities
Being a father has taught me a lot about being a financial advisor.
There’s a commitment that I make to my clients that is similar to the one I make to my family – to be thoughtful, thorough, engaged and aware of their needs and goals.
My career in the financial sector started on Bay Street, working for a big bank. I gained a lot from this experience, but I longed to return to my hometown of Hamilton and work for an organization that encouraged a greater connection with clients and the community. FirstOntario provides me with this opportunity.
Commitment to professional development and on-going education is something that I take seriously because it informs my judgment and recommendations. As such I have obtained certification as a Professional Financial Planner (PFP), and have taken numerous courses related to securities, mutual funds, and taxation.
I welcome the opportunity to discuss your financial goals and establish a strategy for your investment portfolios, tax planning, stocks and bonds*, mutual funds* and retirement planning.
(905) 538-5324 · David.Smith@FirstOntario.com