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Brad Smith

Brad Smith

CIBC Investment Specialist

Followers of Brad Smith319 followers
location of Brad SmithLondon, Ontario, Canada

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  • Timeline

  • About me

    Senior Wealth Advisor and Portfolio Manager, Financial Services industry

  • Education

    • Canadian Securities Institute

      2015 -
      CIM Designation (Chartered Investment Management) Wealth Management

    • Canadian Securities Institute

      2001 -
      Licensed broker, Canadian Securities Institute Investment Management

    • Financial Planning Standards Council Canada

      2001 -
      Certified Financial Planner (CFP) Financial Planning and Services

    • Banting Secondary School

      1980 - 1985
      Honours Secondary School Diploma History

      Activities and Societies: Cross Country, Hockey, Badminton and soccer

    • The University of Western Ontario

      1985 - 1990
      Barchelor of Arts European History

      Activities and Societies: Sigma Chi, Epsilon Omicron Chapter

  • Experience

    • CIBC Financial Planning

      Jan 1997 - Jun 2006
      CIBC Investment Specialist

    • CIBC Private Wealth Management

      Jun 2006 - now
      Wealth Advisor and Portfolio Manager

  • Licenses & Certifications

    • CIM, CFP

  • Volunteer Experience

    • Investment Committee

      Issued by Childrens Health Foundation on Jun 2015
      Childrens Health FoundationAssociated with Brad Smith

    • Leader Scouts Canada

      Issued by Scouts Canada on Jan 1999
      Scouts CanadaAssociated with Brad Smith

    • Hockey Trainer/coach

      Issued by Oakridge Optimists on Sept 2009
      Oakridge OptimistsAssociated with Brad Smith