Robert provides comprehensive discretionary investment management for affluent individuals, businesses and families in the GTA and the surrounding area. With over 16 years’ experience in the financial service and banking industry , Robert is able to apply his diverse set of skills to assist clients with their unique needs.
Robert is a Chartered Financial Analyst (CFA) charterholder and is a member of the Toronto Society of Financial Analysts. Robert earned a Bachelor of Commerce with a major in accounting from the Rotman School of Management at the University of Toronto.
Working with a select group of clients allows Robert to develop personal relationships with each of his clients, and an in-depth understanding of their needs. To help provide highly-customized wealth management and investment solutions, he draws upon the support of in-house tax, estate and financial planning specialists, along with a team of individually selected investment managers in key markets around the world. As a result, he achieves an in-depth understanding of his clients' needs as well as the level of trust necessary to actively manage portfolios on a discretionary basis.
When not at work, Robert is sure to be enjoying time with his wife Rosa or you can find him at a baseball diamond, golf course, hockey rink or by the pool with his four boys. Robert also recently has a newfound passion for woodworking which he enjoys in his spare time.
