About Us

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If you need specific advice (for example, medical, legal, financial, or risk management) please seek a professional who is licensed or knowledgeable in that area.

Financial Philosophy

I'm passionate about what I do to help clients achieve their goals. This is the best work in the world. I enjoy doing it and each morning I wake up excited about the day ahead.

I invite you to review my website and to contact me to discuss how I might be of value to you, and to determine if we are the right fit for each other. If we determine we can work well together, then great, if not, then we'll call it a day – no obligation.

About Me

Robert Smith is an Investment Advisor with Smith Financial, located in beautiful Vancouver, British Columbia. Robert specializes in and partners with successful individuals and organizations to help them manage their assets.

As a trusted advisor to his clients, Robert delivers strategic asset management solutions customized to his clients' unique needs. He adheres to a disciplined wealth management process, the same process followed by many of the world's wealthiest and most sophisticated investors. Academically-supported asset allocation and diversification strategies are incorporated into this process, with risk control being a primary consideration. Robert documents his recommendations and reviews in writing, as evidence of a well thought out and disciplined approach. The result for his clients is a high level of personal service and the peace of mind that comes from knowing their needs are being well attended to.

Upon graduating with an Honours degree in Business Administration from the Richard Ivey School of Business at the Univeristy of Western Ontario in 1989. Robert pursued a career in the commercial real estate industry, prior to entering the investment industry seven years ago. He chose to gain experience, before accepting his own clients, by working closely with several senior Investment Advisors and their clients. Robert has been accredited with the Certified Financial Planner designation by the Financial Planners Standards Council in recognition of his financial planning experience and tested knowledge.

Robert has been married for five years. He and his wife are proud parents of a son and a daughter. Robert loves the outdoors, enjoys fishing, canoeing and hunting, and is a marathon runner and soccer player. Robert also volunteers for local charities.

Call me on Skype for financial advice

What we do

Our investment philosophy is conservative in nature. Our goal is to provide financial planning advice in a clear and straight forward manner. We design financial plans around your specific needs and goals and use state-of-the-art research and individual profiling methods to build your investment portfolio. Your portfolio can be comprised of all or as many asset classes required to meet your investment goals. For example, we use money market investments, bonds, preferred shares, income trusts and equities and will only use mutual funds to gain exposure to specific industry segments or foreign investments. In order to determine a client's ideal asset mix, we begin with a questionnaire that outlines the client's long-term objectives in a clearly defined, written investment policy statement. Whether our clients are conservative income-oriented or growth-oriented investors, our team will design an investment strategy that best fits their unique needs.

What you can expect

We offer a traditional brokerage account with standard commissions; the Smith Financial account, whose all inclusive fee allows clients to see the benefits of working with our team along with the option of on-line trading; the Smith Financial Advance, Quadrant and Blueprint programs, which offer you access to some of the top money managers in the US, Canada and around the world.