Robert Smith Financial

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5 George St, Markham, Ontario, L3P 2R6, ...

Phone Number

(905) 471-6600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Robert Smith Financial

Robert Smith Financial, based in Markham, ON, offers a range of financial services including investment products, insurance solutions, and trust services through its affiliation with Raymond James Ltd. Their primary clients include individuals seeking financial planning, investment advice, and insurance services. The firm is committed to providing reliable financial solutions with an emphasis on client satisfaction and regulatory compliance. They also encourage clients to consult independent tax advisors for any tax-related queries.Explore more
Robert Smith Financial's Social MediaPopular SearchesRobert Smith FinancialRobert Smith Financial IncRaymond James Financial Planning LtdRaymond James LtdSIC Code 62,628NAICS Code 52,523Show more

Robert Smith Financial Org Chart

PhoneEmail
KS
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Office Manager

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BI
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Portfolio Manager

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DL
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Team Member

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Office Administrator

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RC
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Office Administrator

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SA
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Office Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robert Smith Financial

<$5M
1-10
Private
-
-
KS
Kari SutoskiOffice Manager
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
<$5M
11-50
Private
-
2001
JG
James GarcelonPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2004
Pd
Paul de SousaWealth Management, Sales & Development Head
<$5M
1-10
Private
-
-
PM
Peter MazzoniFinancial Advisor & Associate Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Robert Smith Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Robert Smith Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Robert Smith Financial.

Robert Smith Financial Tech Stack

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Frequently Asked Questions Regarding Robert Smith Financial

What is Robert Smith Financial's official website?
Robert Smith Financial's official website is www.robertsmithfinancial.ca
What is Robert Smith Financial's Revenue?
Robert Smith Financial's revenue is <$5 Million
What is Robert Smith Financial's SIC code?
Robert Smith Financial's SIC: 62,628
What is Robert Smith Financial's NAICS code?
Robert Smith Financial's NAICS: 52,523
How many employees does Robert Smith Financial have?
Robert Smith Financial has 1-10 employees
What industry does Robert Smith Financial belong to?
Robert Smith Financial is in the industry of: Finance, Insurance, Securities Trading
What is Robert Smith Financial competition?
Robert Smith Financial top competitors include: Saxon Funds Management, Perennial Asset Management, Forstrong Global Asset Management, Manulife Investment Management
What technology does Robert Smith Financial use?
Some of the popular technologies that Robert Smith Financial uses are: Ruxit, Proofpoint, YouTube, Vimeo
How do I contact Robert Smith Financial?
Robert Smith Financial contact info: Phone number: (905) 471-6600 Website: www.robertsmithfinancial.ca
What does Robert Smith Financial do?

Robert Smith Financial, based in Markham, ON, offers a range of financial services including investment products, insurance solutions, and trust services through its affiliation with Raymond James Ltd. Their primary clients include individuals seeking financial planning, investment advice, and insurance services. The firm is committed to providing... reliable financial solutions with an emphasis on client satisfaction and regulatory compliance. They also encourage clients to consult independent tax advisors for any tax-related queries.Read More

What are Robert Smith Financial social media links?
Robert Smith Financial Linkedin page Robert Smith Financial Twitter page
Is Robert Smith Financial a public company?
Robert Smith Financial is private company therefore does not currently have an official ticker symbol
See more information about Robert Smith Financial

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