Building knowledge about Trusts and Investments for Indigenous people by Indigenous people,
to enhance the professionalism and accountability in the management of this important resource.

Steven SmithSteven Smith, B.A., FCSI, CFA
Vice President, Beutel Goodman Investment Counsel

Steven joined the Private Client Group in 2001. He is responsible for developing and maintaining client relationships with individuals, estates, trusts, foundations and first nations. In providing investment management for clients, he draws upon extensive equity, fixed income and foreign exchange background, as well as account management experience gained from 25 years in the financial industry. Prior to joining the Beutel Goodman Private Client Group, Steven was Vice President Private Wealth at Acuity Investment Management Inc. He is a Chartered Financial Analyst (CFA) since 1994, a Fellow of the Canadian Securities Institute (FCSI) and received a Bachelor of Arts degree in English and Economics from the University of Toronto. Steven is a member of the Toronto Society of Financial Analysts.

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Platinum Level Members

Gold Level Members

18 Asset ManagementBarrantagh Investment Management
Beutel-GoodmanBorden Ladner Gervais
CCABCI Institutional
CIBCConnor, Clark & Lunn Financial Group
Dixon MitchellEdward Jones
Fiera CapitalFogler Rubinoff
Fox Fraser LLPFoyston, Gordon & Payne Inc.
Gowling WLGIndigenous Tourism Association of Canada
Jarislowsky FraserJZechner Associates Inc.
Leith Wheeler Investment CounselLetko Brosseau
LincludenNational Bank
PBI Actuaries & ConsultantsPeace Hills Trust New
RIA Responsible Investment AssociationRidgewood
Royal BankSacred Fire Productions
SHAREShaunessy Investment Counsel Inc.
T.E.WealthTD Bank
The Circle