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As one of the leading investment advisor teams at RBC Dominion Securities, we’ve never lost sight of what’s important: being there for our clients – always. We pride ourselves on being approachable, no matter your financial concern or opportunity, providing passionate and expert advice in all aspects of wealth management, and remaining dedicated to helping you achieve your goals, now and in the future.
Associate Advisor & Financial Planner
Robert is a lifelong learner whose passion for education is only rivaled by one thing: his love of people. Described by his colleagues and clients as a people person, he enjoys providing expert wealth management advice with a side of friendly banter, always ensuring his clients feel comfortable with the goals they set for the future, and confident in the team helping them to achieve them.
Robert joined the Lakeshore Advisory Group team in 2013 with a strong educational and professional background in business, economics, and finance. Since joining RBC, he’s maintained his commitment to continuing education by successfully attaining numerous professional designations, including the Chartered Investment Manager (CIM) designation in 2017 and the Personal Financial Planner (PFP) designation the following year.
Going above and beyond for his clients, Robert is also certified in Investment Dealer Compliance and Advanced Investment Advice, licensed to sell insurance, and licensed in options and derivatives. And in 2021, in recognition of his advanced education and experience, Robert became a Fellow of CSI (FCSI®) – the highest honour and most senior credential in Canadian financial services.
As an integral team member, Robert has been an enthusiastic developer and supporter of our ongoing complimentary education series – both in-person and virtual – and enjoys forming relationships with clients, prospective clients, and members of the community on a regular basis.
The first step to uncovering your dream – and organizing your finances to help accomplish it – is a simple conversation.
Email: email@example.com Phone: 905-469-7086
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Bill is always available to talk and set up scheduled bi-annual meetings without question. Our meetings are never rushed and his team takes a very proactive approach to my family’s financial needs by informing us of new programs and other value-added services. I highly recommend Bill and his team. I truly believe they care about each and every one of their clients.
– Mark S., entrepreneur & business owner
Let’s talk through the details and create a plan to bring it to life.