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David Smith

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 ·

IIROC Advisor Report

*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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