News and resources for Canada's top financial advisors
Managing Director
Jason is a member of our Large-Cap team and is a portfolio manager for our Gender Diversity strategy. Jason has been with the Firm since 2017 and in the industry since 2002. Previously, he spent five years at Bank of America Merrill Lynch as a senior analyst covering Exploration and Production, Integrated Oil, and Refining stocks, where he was voted a rising star of Wall Street research by Institutional Investor magazine in 2014. Before that, he worked at Diamondback Capital as an analyst and, prior, as an Associate at Citi Investment Research on the Integrated Oil and Refining team. Jason earned a BBA (with Distinction) from Emory University.
Equities
A New York-based PM explains his firm's gender diversity strategy.
By Jason Smith |November 15, 2021
4 min read
The pandemic, production constraints and a shift to renewables complicate the outlook.
By Jason Smith |November 8, 2021
6 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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