About Us

Robert Smith Financial is a fully integrated financial services company operating in The Old Town Hall at 96 Main Street North in Markham, Ontario. Investment products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.

We take pride in having earned the right to assist over 400 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.

Meet our Financial Team

Robert Smith CFA, CFP®
Portfolio Manager

Robert A. Smith, CFA, CFP® is a Portfolio Manager with Raymond James Ltd. 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®, CIM®
Portfolio Manager

Blair Isaac, CFA, CFP® is a Portfolio Manager with Raymond James Ltd. 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 Office Manager

Kari Sutoski has worked with Rob since 2003. She earned her BA from Wilfrid Laurier University. She is highly proficient in bookkeeping/tax return work, and manages all aspects of our building and business.

Denitza Lio CIM®, CFP®
Senior Portfolio Administrator

Denitza Lio, CIM® CFP® assists us with all aspects of investments and taxation. She has passed the Canadian Securities Course, earned her CIM® (Chartered Investment Manager) designation as well as her CFP® (CERTIFIED FINANCIAL PLANNER®) designation.

Desi Boteva
Portfolio Administrator

 

Desi Boteva joined us in in 2019 and has been a very welcome addition as we manage our office workload. Desi assists us with all administrative aspects of our business.