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Your Valuable Team at the Helm

"Individual commitment to a group effort–that is what makes a team work, a company work, a society work, a civilization work." 

Vince Lombardi

Kevin A. Smith

B.Comm., CFP, CLU

Chartered Financial Consultant with Vantage Wealth Management Ltd.
Financial Advisor with Manulife Securities Investment Services Inc.

Kevin has been contributing to the financial services industry for over 30 years. After completing his Bachelor of Commerce at the University of Guelph, Kevin continued his financial services pursuits and earned all available designations and accreditations in this chosen field. As a business owner and entrepreneur, Kevin has built a strong team committed to the unique needs of high net worth Canadians. Recognized as a leader in the financial consultant field, Kevin takes pride in the achievements of his team. In giving back to the community, Kevin is an active supporter of several local and international charities.

David Izlakar

Investment Funds Advisor with Manulife Securities Investment Services Inc.

Having attended Mohawk College in Hamilton Ontario, David moved on to a management role within the sales area of a prominent food services company. In this role, David was responsible for a team of 60 people and covered a large territory in central and northern Ontario (Barrie, Owen Sound, North Bay, Sault St Marie, Sudbury and Thunder Bay).

David joined the financial services industry in 1995 as a Financial Advisor with Manulife Securities. In 2002 David partnered with Kevin Smith and joined CB Financial, a firm dedicated to financial strategies with investment planning.

David has built a strong client following through his commitment to understanding the uniqueness of each client’s situation and ensuring solutions are creative and geared to the person’s individual short and long term goals.

David has a couple of passions outside work. He is an avid cyclist competing in both mountain and road racing. David has also earned his IRF (instrument rated) Private Pilot license and held the position of President of the Canadian Operator and Pilot Association from 1999 to 2002.

Helen Donis-Smith

Adminstrative Assistant - Manulife Securities investment Services Inc.

Following her graduation from Business College in 1979, Helen entered the financial services industry where she specialized in the field of insurance. While in charge of Branch Administration for a local organization, Helen continued her education. Her many accomplishments in this area led to the completion of various industry programs offered by the Industries Professional Associations. Helen’s efforts focused on both Office Management and Life Insurance including marketing and administration.

She successfully completed the Ontario Management Development Program at Conestoga College as well as the challenging and prestigious Canadian Investment Funds Course. Her knowledge, experience and unwavering commitment to excellence in customer service are key assets to the organization. Helen’s role at Vantage Wealth Management is Executive Assistant working closely with Kevin Smith.

Joanna Spence

Administrative Assistant - Manulife Securities Investment Services Inc.

Joanna recently joined the Vantage Wealth Management team with an extensive background and education in the financial services industry.  She completed her Bachelor of Commerce in Accounting from the University of Guelph in 2019.  Joanna comes with experience in operational support for a major  bank providing excellence in customer service.    Her personal  warmth, dedications and experience are a welcome asset in joining our team.