Jeffrey Smith, B.Comm., CPA, CA, CFP
Regional Wealth Planner
As a Regional Wealth Planner, Jeffrey Smith facilitates the delivery of wealth planning reports. Using a needs-based approach, Jeffrey works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and to help our clients articulate and document their goals in order to build a plan that meets their complex needs. Working with the support of the wealth planning team, Jeffrey delivers a plan that addresses retirement planning, cash flow management, risk management, business planning and estate planning.
Jeffrey became part of Assante Private Client in 2013. His experience in wealth planning and accounting spans over 9 years. It includes working as a senior accountant with Chan Foucher LeFebvre LLP (CFL). At CFL, Jeffrey managed the firm’s large assurance engagements, provided financial modeling and was involved in tax planning for owner-managed businesses. Before joining us, he was an accounting supervisor with Matson, Driscoll and Damico Ltd. where he specialized in insurance and personal injury loss quantification.
Jeffrey is a Chartered Professional Accountant (CPA, CA) with a Bachelor of Commerce degree with a double major in Accounting and Finance from the University of Northern British Columbia. In addition, he holds his Certified Financial Planner (CFP) designation. He is a member of the Chartered Professional Accountants of British Columbia.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.