Brad Smith, CFP, CIM
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.