Zak Smith Email
Wealth Advisory, Experience and Enablement Lead @ Value Partners Investments
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Zak Smith Location
- Calgary, AB, CA
Zak Smith Work
- Wealth Advisory, Experience and Enablement Lead @ (March 2026 - Present)
- Director of Member Services @ (February 2025 - February 2026)
- Director of Continuing Education @ (September 2024 - January 2025)
- Associate Wealth Planner @ (January 2021 - September 2024)
- Senior Manager, Financial Planning @ (July 2019 - January 2021)
- Manager, Financial Planning @ (January 2017 - July 2019)
- Financial Planning Coordinator @ (April 2015 - December 2016)
- Senior Financial Analyst @ (September 2013 - April 2015)
- Staff Accountant - Assurance and Advisory @ (September 2011 - September 2013)
Zak Smith Education
- Institute of Chartered Accountants of Alberta
(Chartered Accountant)
2011-2014 - Mount Royal University 2006-2010
Zak Smith Summary
- Zak Smith, based in Calgary, AB, CA, is currently a Wealth Advisory, Experience and Enablement Lead at Value Partners Investments. Zak Smith brings experience from previous roles at Integrated Advisory, FP Canada, Richardson Wealth and Sagium. Zak Smith holds a 2011 - 2014 Institute of Chartered Accountants of Alberta. Zak Smith has 1 emails on RocketReach.
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