Who We Are

Robert J. Smith
Portfolio Manager / Branch Manager

As a Portfolio Manager, Robert Smith takes a leadership role in the strategic development of innovative and creative resources for the benefit of his clients. As head of The Smith Group, he ensures those resources reach and serve each individual client in their preferred manner.

Robert began his career in the investment industry in 1983 with Merrill Lynch Canada after graduating with a B.Comm. from Victoria College at the University of Toronto. Over the last 20 years, he has consistently been identified as a leader in the industry, achieving membership in his firms top recognition groups. Always active in the community, Robert currently coaches hockey in the GTHL.

Jason McCallum
Investment Advisor

Jason supports the team by performing portfolio reviews, making investment suggestions and tracking our portfolios’ performance. He has an analytical nature and also enjoys working directly with clients to help them reach their goals. 

Jason holds a B.Sc. in Biology from the University of Toronto and his Chartered Investment Manager (CIM) designations.