Robin brings over a decade of experience to his role, including 11 years with RBC PH&N Investment Counsel. He provides discretionary investment management services to high-net-worth clients, including families, business owners and executives. Working with a limited number of clients, Robin is able to gain a deep understanding of their personal goals and aspirations in order to tailor wealth management strategies unique to their financial needs.
Guided by a consistent firm-led investment approach and a focus on risk identification, Robin provides his clients with customized investment solutions. To ensure that his clients receive the most comprehensive wealth management service possible, he draws on the support and expertise of a team of tax and estate planning professionals.
Robin holds both the prestigious Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations. A lifelong resident of Calgary, he completed his Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business.
Active in many sports including golf, hockey, and squash, Robin’s passion lies in cycling and running through which he also participates and volunteers in charity events. He is married with three young daughters and enjoys spending time at his family’s cattle ranch south of Calgary.
