David R. Smith is the founder of Smith Advisory Services Inc. where he helps leaders, boards and enterprising families make informed decisions about the future.
David is well-known for his high degree of situational sensitivity and his unwavering commitment to discretion. As a seasoned advisor and facilitator of challenging discussions, the scope of his guidance ranges from governance and strategy creation through to effective execution, with considerations for all stakeholders and supporting systems. Sometimes, that also means helping them solve their most complicated challenges. Clients most appreciate how he navigates these situations due to his extensive experience, rigorous processes and deep commitment to capacity building. The foundation of his support is a thinking partnership that patiently aligns the governance, leadership and the strategic choices that bind them together for a more harmonious and prosperous future.
David is a deeply curious professional and has completed a wide array of engagements for high-profile firms including the Boston Consulting Group. His consulting experience spans: BPO, Culture, Family Offices, Financial Services, Manufacturing, Publishing, Professional Services, Real Estate, Technology and Academia to name a few. His particular interest in family enterprise is demonstrated in his peer leadership with Family Enterprise Canada first sitting on their national FEA Council and now on their FEA Institute Committee of the Board.
His commitment to community service is extensive and wide ranging. David just stepped down as Chair of the Board for Rise, a national charitable lender that supports entrepreneurs with a history of mental illness or addiction challenges where he volunteered for a decade. He is also Chair of the Quadrangle Society of Massey College, sits on their Governing Board, is a member of the Executive Committee and Co-Chairs the Selection Committee. David also enjoys mentoring, guest lecturing and speaking on panels whenever he gets the chance.
David is the proud father of two amazing boys and husband to an incredible wife who shares his commitment to helping others grow. This growth mindset is evident in his enduring commitment to learning. In addition to earning an MBA from the Rotman School of Management, he is also a certified Family Enterprise Advisor (FEA), a certified Corporate Director (ICD.D) and holds degrees in Psychology and English Literature, as well as Adult Education.
For more information and testimonials go to: www.smith-advisory.com
- Founder and Senior Advisor
- Smith Advisory Services Inc.
- Coaching | Engaging the Next Generation | Family Dynamics | Governance and Succession Planning
- 21/64 Approach Training