About Us

Robert Smith Financial is a fully integrated financial services company operating at 5 George Street in Markham, Ontario.  Investment products and services are offered through Scotia Capital Inc.

We take pride in having earned the right to assist over 300 clients with their money and financial goals.

We take greater pride in the fact that our client base has grown NOT through marketing campaigns, but by focusing our efforts solely on client needs.  Following this approach, we are grateful to have received so many unsolicited referrals from our happy clients.  We do not suggest we have line-ups at our door, but the quality of our work has always kept us very busy, and continues to.

Our advice is truly comprehensive, encompassing multiple elements of finance including investments, taxation, estate planning, and debt management. We know that your financial security is greatly enhanced, and our advice is far more effective, when we are able to consider ALL of the areas.

Individually,

Robert A. Smith, CFA, CFP® is a Portfolio Manager with Scotia Capital Inc.  Although firms, regulators, and official titles have evolved over the years, Robert has been providing clients with financial services since 1991.  He earned his BA in Economics from the University of Western Ontario.  He is a CFA (Chartered Financial Analyst) charterholder and a CFP® (CERTIFIED FINANCIAL PLANNER®). In 2006, he co-authored the tax book “Dollars From Change”.

Blair Isaac, CFA, CFP® is a Portfolio Manager with Scotia Capital Inc.  He earned his BA in Economics from the University of Western Ontario.  He is a CFA (Chartered Financial Analyst) charterholder and a CFP® (CERTIFIED FINANCIAL PLANNER®). He has also earned his CIM® (Chartered Investment Manager) designation.

Kari Sutoski is our Office Manager and has worked with Rob since 2003.  She earned her BA from Wilfrid Laurier University.  Kari is licensed with the Ontario Insurance Commission for life and disability insurance.  She is highly proficient in bookkeeping/tax return work, and manages all aspects of our building and business.

Denitza Boteva,  CIM® is a Portfolio Administrator and assists us with all aspects of investments and taxation.  She has passed the Canadian Securities Course and has recently earned her CIM® (Chartered Investment Manager) designation.  She is currently working towards obtaining her CFP®  (CERTIFIED FINANCIAL PLANNER®) designation and is also an FPSC Level 1™ Certificant in Financial Planning.

Graciela Spence is a graduate of Ryerson University. Graciela manages various projects designed to improve efficiencies and our ability to offer wise, client-focused advice.

 

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