David Smith

David Smith Email and Phone Number

PR Officer & Head of Communications and Sales @
David Smith's Location
Toronto, Ontario, Canada, Canada
David Smith's Contact Details

David Smith work email

David Smith personal email

About David Smith

I help financial advisors grow their business by using proven marketing strategies, time and business efficiencies, low cost investment management, and customized business transitions plans that match their career and lifestyle desires. I work with Discretionary Portfolio Managers to help them match their services with financial professionals that seek tailored investment portfolios for their clients.

David Smith's Current Company Details
Q Cantar Holdings Inc., operating as QVestTM

Q Cantar Holdings Inc., Operating As Qvesttm

PR Officer & Head of Communications and Sales
David Smith Work Experience Details
  • Q Cantar Holdings Inc., Operating As Qvesttm
    Pr Officer & Head Of Communications And Sales
    Q Cantar Holdings Inc., Operating As Qvesttm Apr 2021 - Present
  • D-S Financial
    Senior Consultant Financial Services
    D-S Financial Oct 2017 - Present
    Toronto, Ontario, Canada
    I help financial advisors grow their business by using proven marketing strategies, time and business efficiencies, low cost investment management, and customized business transitions plans that match their career and lifestyle desires. I work with Discretionary Portfolio Managers to help them match their services with financial professionals that seek tailored investment portfolios for their clients.
  • Q Cantar Holdings Inc. (Operating As Qvest)
    Director Of Communications & Sales, Private Wealth
    Q Cantar Holdings Inc. (Operating As Qvest) Apr 2021 - Aug 2024
    View
  • Q Cantar Holdings Inc. (Operating As Qvest)
    Director Of Communication, Private Wealth
    Q Cantar Holdings Inc. (Operating As Qvest) Apr 2021 - Aug 2024
    Toronto, Ontario, Canada
    View
  • Macnicol & Associates Asset Management
    Business Development Manager
    Macnicol & Associates Asset Management Nov 2014 - Oct 2017
    Toronto, Canada Area
    Responsible for building and supporting new client relationships with individuals and financial advisors. By working closely with the Portfolio Management Team, I help ensure that clients have a clear understanding of their investments by maintaining a consistent level of communication. I support financial advisors broaden the type of investment solutions they can offer their clients while maintaining the integrity of their advisor/client relationship.
    View
  • Becksley Capital - An Exempt Market Dealer
    Vice President
    Becksley Capital - An Exempt Market Dealer Jun 2009 - Nov 2014
  • Jov Funds
    Regional Vice- President, Business Development
    Jov Funds Nov 2007 - Apr 2008
    Toronto
  • Aic
    Regional Sales Director
    Aic 2003 - 2008
    Burlington, On
  • Altamira
    Investment Representative, Head Of Educational Seminar Team, Manager-Dealer Distribution
    Altamira 1999 - 2003
    Toronto, Canada Area
    View

David Smith Skills

Strategic Financial Planning Asset Management Investments Strategic Planning Portfolio Management Business Planning Business Strategy New Business Development Real Estate Due Diligence Financial Planning Wealth Management Investment Strategies Financial Services Business Development Alternative Investments Financial Modeling Private Equity Insurance Account Management Start Ups Negotiation Customer Service Contract Negotiation Entrepreneurship Budgets Financial Risk Institutional Investments Institutional Sales Sales Process Sales Presentations Sales Management Finance Customer Relations Customer Engagement Client Services Client Relations Client Presentation Client Education Public Speaking Social Networking Marketing Communications Conference Speaking Investment Advisory Newsletters Mutual Funds Management Sales Relationship Management

David Smith Education Details

Frequently Asked Questions about David Smith

What company does David Smith work for?

David Smith works for Q Cantar Holdings Inc., Operating As Qvesttm

What is David Smith's role at the current company?

David Smith's current role is PR Officer & Head of Communications and Sales.

What is David Smith's email address?

David Smith's email address is da****@****ail.com

What schools did David Smith attend?

David Smith attended Cal-State University - Northridge, Los Angeles Pierce College.

What are some of David Smith's interests?

David Smith has interest in Politics, Economic Empowerment, Health.

What skills is David Smith known for?

David Smith has skills like Strategic Financial Planning, Asset Management, Investments, Strategic Planning, Portfolio Management, Business Planning, Business Strategy, New Business Development, Real Estate, Due Diligence, Financial Planning, Wealth Management.

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