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.
My Team
Brad Smith, CFP, CIM
Kurt Morton, CFP, RRC, PFP
Colleen Blundell, CFP
Erin Finnegan
CIBC GIVING BACK
CIBC GIVING BACK
Make a positive impact on the causes that matter most to you through planned charitable giving.
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.