Karl Smith Location
Hamilton, BM
Karl Smith Work
- 2023 - now Head of Pension, Life and Investments @ Freisenbruch-Meyer Group
- 2018 - 2023 Certified Financial Planner @ Lazar Wealth Succession Stategies Inc
- 2014 - 2023 Investment Representive @ Quadrus Investment Services Ltd.
- 2014 - 2017 Financial Security Advisor @ Freedom 55 Financial
- 2010 - 2014 Branch Manager @ RBC
- 2008 - 2010 Branch Manager @ RBC
- 2005 - 2008 Branch Manager @ BMO
- 2003 - 2005 Senior Financial Service Manager @ BMO
- 2003 - 2003 Investment Lending Specialist @ BMO
- 2001 - 2003 Senior Financial Service Manager @ BMO
Karl Smith Education
- The Canadian Institute of Financial Planning
(Diploma in Financial Planning)
2015 - 2016 - Seneca College
(Certificate in Financial Planning)
2015 - 2016 - Australian Institute of Business
Master of Business Administration - MBA (Finance)
2023
- Australian Institute of Business
Graduate Diploma in Management
2022 - Australian Institute of Business
Graduate Certificate in Management
2021 - Financial Planning Standards Council
CERTIFIED FINANCIAL PLANNER®
2017 - Financial Planning Standards Council
FPSC Level 1 Certificant in Financial Planning (Financial Planning and Services)
2016 - The Institute of Canadian Bankers
(Branch Compliance Officers Course)
2006 - Canadian Securities Institute
(Canadian Securities Course)
1997 - The Institute of Canadian Bankers
(Investment Funds In Canada)
1992
Karl Smith Skills
- Small Business Lending
- Leadership
- Mutual Funds
- Branch Management
- Financial Analysis
- Retail Banking
- Lines of Credit
- Credit Risk
- Residential Mortgages
- Insurance
Karl Smith Summary
Karl Smith, based in Hamilton, BM, is currently a Head of Pension, Life and Investments at Freisenbruch. Karl Smith brings experience from previous roles at Lazar Wealth Succession Strategies, Quadrus Investment Services Ltd., Freedom 55 Financial and RBC Royal Bank. Karl Smith holds a 2015 - 2016 The Canadian Institute of Financial Planning. With a robust skill set that includes Small Business Lending, Leadership, Mutual Funds, Branch Management, Financial Analysis and more. Karl Smith has 1 emails on RocketReach.
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