Originally from Etobicoke, Rob attended the University of Toronto where he graduated with a Bachelor of Science in 1980. He then moved to Alberta and began his career in the power engineering industry. Rob became an Investment Advisor in the Edmonton office in 1984, then returned to Ontario in 1986 to continue helping clients achieve their financial goals. Rob's tenure with RBC Dominion Securities now spans over 37 years.
Rob holds both the Certified International Wealth Manager (CIWM) and the prestigious Fellow of the Canadian Securities Institute (FCSI) designations. Rob is a Level II licensed insurance representative.
Rob holds the Portfolio Manager designation, one of the highest designations in our industry, allowing him to provide discretionary portfolio management for his clients. The discretionary approach is appropriate for individuals, business owners, and corporations who are looking for professional wealth management, and want to minimize their involvement with the day-to-day management of their portfolio.
Rob previously co-hosted Money Week, a weekly financial television program which aired throughout the Golden Horseshoe of southern Ontario for 10 years. This program offered its viewers market updates, perspectives on investments, and hosted regular guests from within the financial and business community.
Rob is a long time resident of Milton where he lives with his wife Rosaleen, they have three adult children.