Jeffrey R. Smith, CFP, CLU, CPA, CA

Executive summary

Jeffrey is a Partner in BDO’s Penticton and Kelowna offices, with close to 20 years’ experience providing accounting, tax, wealth management, business advisory and estate planning services to entrepreneurial and owner-managed businesses. 

Jeffrey works closely with his clients to get a deep understanding of their business and personal needs to provide comprehensive proactive planning. He specializes in estate and succession planning to maximize intergenerational wealth transfer.

Jeffrey primarily works with healthcare professionals, other professional services, agriculture, owner-managed businesses and high-net-worth entrepreneurial families.

Professional affiliations

Chartered Professional Accountant of British Columbia
The Institute for Advanced Financial Education

Professional designations and education

Bachelor of Commerce, Double Major in Finance and Accounting, The University of Northern British Columbia