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Dr. Jay Smith, Senior Portfolio Manager, Investment Advisor

CIBC Private Wealth Wood Gundy

200 King Street West, Ste 1807, Toronto, Ontario, M5H 3T4

Team Assets (Custodied)

$3.8-billion

Typical Size of Household Accounts

$1-million -
$1.5-million

Minimum Account Size for New Business

$1-million

Typical Net Worth of Relationships

$2-million -
$3-million

For over 35 years, Jay Smith has been a trusted investment advisor to ultra-high net worth individuals, foundations and corporations. He crafts personalized investment strategies with his skilled team of associates, and brings a comprehensive knowledge of many financial areas to bear on a client’s total financial requirements. Jay currently manages in excess of $4.5 billion in client assets.

After completing his Doctorate at the University of Toronto, Jay lectured at several large Canadian universities. He was named a vice-president and chairman of the Advisory Council to Management in 1984, and a senior vice-president and director at Merrill Lynch Canada, one of CIBC Wood Gundy’s predecessor firms.

After joining CIBC Wood Gundy in 1990, Jay was the first recipient of the Investment Dealers Association’s National Award of Distinction. This annual award recognizes excellence and the highest standards of professionalism in the investment industry.

Jay is well known for his philanthropic work and serves on the boards and executive committees of numerous charitable organizations. At the Art Gallery of Ontario, Jay is co-chair of the Board of Trustees, chair of the Collections Committee and the Prints and Drawings Committee, and is also on their Executive and Building Committees. He sits on the Tate’s North American Foundation Board, where he chairs their Audit Committee, and is on their North American Acquisitions Committee and their International Council.

Jay is also a trustee of the Gershon lskowitz Foundation. He is a former member of the Executive Council and International Board of the Weizmann Institute of Science, former chair of the Power Plant, and former member of the Board of Governors at Mount Sinai Hospital.


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