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Melanie Smith

Vice PresidentPortfolio ManagerInvestment Advisor

  • CIWM
  • CIM®
  • CFP®

"Your Comfort + Your Trust"

Melanie Smith is a Vice President and Portfolio Manager at TD Wealth. 

After completing her degree in Electrical Engineering at the University of Toronto, she started her career at Celestica, a global electronics manufacturing firm based in Toronto.  Over the next ten years, she progressed from process engineering into leadership roles in manufacturing and engineering management.  Shortly after completing her Executive MBA from Queen's University, she decided to transfer her skills and experience to the financial services industry. 

In 2005, she moved to Barrie and started her new career as an Investment Advisor.  While growing her practice over the last ten years, she continues to attend conferences and take courses so that she can offer the best advice to her clients.  Her engineering and management background is clearly demonstrated in her ability to gather information, research solutions, design unique processes, create portfolios, and co-ordinate with other professionals. 

Professional Education

1995 – B.A.Sc. Electrical Engineering, University of Toronto
2003 – Executive MBA, Queen’s University
2005 – Investment Advisor, Investment Industry Regulatory Organization of Canada(IIROC)
2007 – Certified Financial Planner, Financial Planning Standards Council (FPSC)
2010 – Certified International Wealth Manager, Association of International Wealth Management
2011 – Fellow of the CSI, CSI
2012 – Certificate in Retirement Strategy, CSI
2013 – Chartered Investment Manager, CSI
2013 – Portfolio Manager, IIROC
2013 – Options License, IIROC

She is licensed to practice in the provinces of Ontario, Alberta, and British Columbia.

Personal

Melanie was born in Barrie, and grew up on a dairy farm.  After their son was born, Melanie and her husband Jaret moved back to this area.  In her spare time, she enjoys reading, playing golf, downhill skiing and competing in triathlons.  She is currently the Past Board Chair for the YMCA of Simcoe / Muskoka.

What to Expect at the First Meeting

At the first meeting, Melanie will focus on getting to know you and your situation. According to her, "The more I know about you and your goals, the better advice I can offer".

The first meeting will usually take an hour. 


Getting Started

When you are ready to get started, you can contact Melanie by phone at 705-330-0024 or by e-mail at melanie.smith@td.com.

ADDITIONAL CONTACT

Toll Free: (866) 215-7070
Branch Office: (866) 215-7070
Branch Fax: (705) 330-0133

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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