Cameron Smith Cfp

Vice President, Advisory Services at Nicola Wealth

Cameron Smith, a professional in the financial industry, currently holds the role of Vice President, Advisory Services at Nicola Wealth. Previously, Cameron gained extensive experience at MD Financial Management, where he served in various roles such as Associate Portfolio Manager, Regional Vice President, and Regional Manager. With a focus on coaching, sales effectiveness, and public speaking, Cameron has a background in providing investment, insurance, estate, tax, and retirement planning to High Net Worth Physicians and their families. Cameron's educational background includes the designations of CFP and CIM, with a notable achievement of being on the President's list (top 1%) in the June 2008 CFP exam.

Links

Previous companies

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Timeline

  • Vice President, Advisory Services

    January, 2022 - present

  • Director, Advisory Services / Client Relationship Manager

    August, 2020