Our team

Jill Smith, CFP®, CIM®

Associate Portfolio Manager

Jill Smith

Jill has extensive experience providing investment and financial planning advice to clients with complex and sophisticated needs and goals. She draws on the breadth of expertise that she has developed over her thirteen plus years in the financial services industry. Jill has been with Scotia Wealth Management for over ten years in various roles. Her areas of expertise include investment and retirement planning, estate planning and insurance needs analysis.

Jill holds the Certified Financial Planner (CFP®) designation from the Financial Planning Standards Council, Chartered Investment Manager (CIM®), a life insurance license through the FSCO, and the Canadian Securities Course (CSC) through the Canadian Securities Institute.

Jill lives in Burlington with her husband and two young boys. In addition to spending time with her family, Jill enjoys playing hockey and running.