David Smith

Portfolio Manager

With more than 25 years of experience in wealth management and investment advisory, David Smith brings a disciplined, relationship-driven approach to helping individuals, families, and corporate clients achieve their financial goals. As a Portfolio Manager (CIM), David specializes in discretionary portfolio management, comprehensive financial planning, and the development of customized investment strategies designed to preserve capital, manage risk, and create long-term wealth.

Throughout his career, David has advised hundreds of clients, including high-net-worth individuals and corporate entities, helping them navigate the complexities of investment management, retirement planning, tax strategies, and wealth preservation. His approach is built on understanding each client’s unique circumstances and aligning investment decisions with their broader financial objectives.

At Lakeshore Securities, David provides personalized portfolio management and integrated wealth solutions, working closely with clients and their professional advisors to coordinate tax, estate, retirement, and succession planning strategies. He believes successful wealth management extends beyond investment performance — it requires strong relationships, clear communication, and a commitment to helping clients make confident financial decisions.

Prior to joining Lakeshore Securities, David served as a Wealth Manager with First Ontario Credit Union, where he provided investment advice and financial planning solutions to more than 250 members. Earlier in his career, he held leadership roles with Credential Securities, managing branch operations, supporting advisor development, and ensuring strong compliance standards across multiple locations. David’s broad industry experience also includes roles with CIBC Investors Edge, Nesbitt Burns, AIC Mutual Funds, and Ethical Funds, providing him with a comprehensive understanding of investment markets, client service, and the evolving needs of investors.

Known for his thoughtful approach and commitment to client outcomes, David focuses on building lasting relationships while delivering disciplined investment strategies, transparent communication, and personalized advice tailored to each client’s goals.