Jeffrey Smithson
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
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WORK HISTORY
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
North Vancouver, BC, CA
EDUCATION
University of Toronto
Bachelor of Applied Science (B.A.Sc.), Biomedical Engineering
ABOUT JEFFREY SMITHSON
Jeffrey has been helping professionals, business owners, and retirees build and protect wealth for over a decade. He brings a structured approach to family wealth management, simplifying the financial affairs of his clients while providing objective retirement and estate planning advice, professional investment management, and unparalleled service.Whether you’re looking to accumulate wealth for your future, generate tax-efficient investment income in retirement, or explore innovative strategies to minimize taxes and facilitate the transfer of your assets to future generations. Jeffrey has the expertise and resources to help you create and implement a customized plan specific to your goals.Jeff’s number-one priority is to eliminate the stress and burden of financial and investment management. He does this by dedicating his professional expertise to your unique financial objectives, so you can feel peace of mind knowing an experienced advisor is working to secure the financial future you’ve envisioned.What to expect in working with Jeffrey:• To have the confidence that as your advisor, Jeffrey has the capability and the capacity to address your unique situation and ultimate long-term goals for wealth.• To have a full understanding of how your money will be invested. He will share with you his disciplined investment process and core beliefs about creating long-term wealth.• Simplicity and convenience in your wealth management experience.
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