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Dr. Jay Smith
For over 25 years, I have been a trusted Investment Advisor to affluent individuals, foundations and corporations, creating personalized investment strategies with a skilled team of associates. I have comprehensive knowledge of many investment areas and provide my clients a complete financial offering.
As a First Vice-President, Senior Portfolio Manager and Investment Advisor at CIBC Wood Gundy, I currently manage over $2.0 billion in client assets. My primary investment goal is to preserve capital and provide growth, while generating income as needed. I respect risk tolerances and investment objectives, and actively manage and personally design portfolios that reflect the various investment styles of my exclusive clients.