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Private and corporate wealth management with distinction

Welcome to The Smith Group

As an affluent investor, you have earned the privilege of having your wealth management services tailored to your specific needs and delivered with concierge-style attention. Standing among the industry’s elite performers, our team provides trusted advisory services to select Canadian households with a family net worth of a million dollars or more.

We perform private wealth counselling your way. Our strategic, innovative investment ideas and proactive, total team dedication have earned us a track record of superior results. We build customized relationships with affluent investors to satisfy their unique needs. With consistent methodology and above-and-beyond due diligence, we provide the best possible wealth management experience within your risk tolerance parameters and unparalleled leadership. We follow proven methodologies in the flexibility of an open architecture environment with expertise and integrity. Contact us for listing of our best-in-class products and services.

Following a true team approach, everyone in The Smith Group is familiar with you and your portfolio, so you are always able to reach someone who can respond to your needs. Above all, our focus is on your satisfaction and success, which we achieve by putting your interests first. We invite you to enjoy the very finest wealth management relationship you have ever experienced.

Meet Your Team Grid

Robert J. Smith, CIM®

Senior Portfolio Manager, Wealth Advisor

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Jason McCallum, CIM®

Investment Advisor

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Oliver Howell

Wealth Advisor Assistant

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Please contact us today to learn more about our solutions and services.

Who We Are

A culture of partnership

Canaccord Genuity Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. Our Investment Advisors are backed by a wide array of resources and specialists who work together to build a customized plan to align with your goals and help you succeed.

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Our Values

Driven by your success

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you — your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

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