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Senior Portfolio Manager & Investment Advisor
With over 21 years in the investment industry, Robert has a loyal client base that relies on the knowledge, attention to detail, and customized support he and the Beiles Group provide. His recommendations are always built on his industry expertise, practical know-how, and support from his dedicated team of professionals.
From developing a growth investment portfolio to estate and retirement planning to minimizing income tax, Robert’s client-focused approach ensures you always receive dependable solutions customized to your needs.
Robert is a registered Life Insurance Agent and earned a Bachelor of Applied Economics from York University. When not spending free time with his wife, young daughter, and son, he enjoys collecting and riding vintage motorcycles.
Associate Wealth Advisor
Working closely with Robert, Jackson plays a vital role in servicing clients' day-to-day needs and ensuring they are met. As an Associate Wealth Advisor, he also liaises with the firm's various departments and resources, facilitating communication and coordination. He is known for his fast turnaround, knowledgeable advice, attention to detail, and personal level of care.
In 2021, Jackson graduated with a Bachelor of Commerce from the Rowe School of Business at Dalhousie University, where he majored in Finance. Looking to broaden his industry knowledge to better serve clients, he has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute.
Associate
Mattea is the newest member of the Beiles Wealth Group, bringing with her over five years of financial services experience. She began her career at RBC as an in-branch client advisor, learning the ins and outs of the industry and the value of providing exceptional client care. Today, as an Associate, she leverages her experience to build trusting relationships with clients, understand their unique needs, and support their day-to-day financial needs with care and efficiency.
Mattea earned a Bachelor of Business Administration with Honours from Wilfrid Laurier University and has completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). Always eager to grow, she is currently working toward additional certifications to continue building her knowledge and skills.
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