Robert Smith Email
Owner @ Robert Smith Financial
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Robert Smith Location
- Markham, ON, CA
Robert Smith Work
- Owner @ (December 1991 - Present)
- Portfolio Manager @ (January 2018 - Present)
- Portfolio Manager @ HollisWealth (August 2002 - January 2018)
Robert Smith Education
- Financial Planning Standards Council
CFP (Certifed Financial Planner)
2001-2022 - Western University
BA (Economics)
1988-1991 - Markham District High School 1982-1987
- Association for Investment Management and Research
CFA Charterholder
2001
Robert Smith Skills
- Alternative Investments
- Critical Illness
- Due Diligence
- Financial Markets
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Management
- Investment Strategies
- Life Insurance
- Pensions
- Personal Finance
- Retirement
- Retirement Planning
- Wealth Management
- Wealth Management Services
Robert Smith Summary
- Robert Smith, based in Markham, ON, CA, is currently a Owner at Robert Smith Financial. Robert Smith brings experience from previous roles at Raymond James Ltd. and HollisWealth. Robert Smith holds a 2001 - 2022 CFP in Certifed Financial Planner @ Financial Planning Standards Council. With a robust skill set that includes Alternative Investments, Critical Illness, Due Diligence, Financial Markets, Financial Planners and more. Robert Smith has 1 emails on RocketReach.
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