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Brad Smith

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Address 255 Queens Avenue Suite 2200 London ON, N6A 5R8
Telephone Number (519) 640-7647
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Brad Smith

Brad Smith, CFP, CIM

Portfolio Manager
(519) 640-7647
brad.smith@cibc.ca

Brad has 25 years’ experience helping clients with Wealth Strategies as an Investment Planning Specialist (IPS) with CIBC Financial Planning and for the past 15 years as an Investment Advisor with CIBC Wood Gundy. In 2017, Brad completed his accreditation and is now certified as a Portfolio Manager, allowing him to manage client’s portfolios on a discretionary basis.  As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) Brad understands the value of a holistic approach to wealth management. Brad is currently a member of the Investment committee for the Children’s Health Foundation and has had prior affiliations with Scouts Canada and coaching with the Oakridge Optimists Hockey Association. He is married with two sons and has always considered London Ontario his home, having graduated from the University of Western Ontario (UWO). He is an avid golfer and squash player and enjoys live sporting events.

 

My Team

Brad Smith

Brad Smith, CFP, CIM

Portfolio Manager
Kurt Morton

Kurt Morton, CFP, RRC, PFP

Investment Advisor
Colleen Blundell

Colleen Blundell, CFP

Associate Investment Advisor
Erin Finnegan

Erin Finnegan

Administrative Associate
Learn more
 

Personal Profile

One of the many keys to successful wealth management is planning. It is important that you take steps today to ensure your personal financial independence in the future. The wealth management process includes a review of your financial circumstances, the development of a written financial and estate plan, as well as an Investment Policy Statement. Strategies are selected and implemented based on your unique and individual needs. Results are evaluated and strategies are reviewed and adjusted on an ongoing basis.

 

As an Investment Advisor, I help clients meet their objectives by establishing a financial plan that builds a trusted relationship based on four client experience ingredients:

  • Sense of direction
  • Sense of strategy
  • Sense of structure
  • Sense of confidence

With over 15 years of experience in the financial services industry, my team specializes in customized strategies, which include retirement, tax and estate planning recommendations. Our goal is to work with our clients one to one and to build trusted relationships supported by CIBC Wood Gundy's vast resources.

 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking 

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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CIBC GIVING BACK

 

CIBC GIVING BACK

Make a positive impact on the causes that matter most to you through planned charitable giving.

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ONE FOR CHANGE

 

ONE FOR CHANGE

At CIBC, we’re passionate about making a difference in our communities through corporate donations, volunteering and sponsorship. Together, we are #OneforChange.

Learn more
 

Contact us

Address

255 Queens Avenue
Suite 2200
London, ON N6A 5R8
Telephone number: (519) 640-7647
Toll-free: 1 (800) 265-5982
Fax: (519) 663-5037
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.