A veteran of Bay Street with a career working for some of the largest investment management firms in Canada and the US, Robert brings a seasoned perspective to his clients' wealth management needs.
Robert has held senior positions and consulted with some of Canada's largest investment professionals to help them deliver investment solutions to their ultra high net worth, institutional and offshore clients. Most recently Robert held the title of Senior Vice President for one of the largest money managers in the world.
Robert's experience and temperament are not only applicable to ultra high net worth clients but also to folks who just want to know that they have a partner along their retirement and wealth building journey who will use plain language but also have the expertise and knowledge to maneuver the complexities of investments, financial planning and tax planning.
Robert holds an honours degree in Economics from York University, an MBA from Sir Wilfrid Laurier University and the Chartered Investment Manager Designation from the Canadian Securities Institute. Robert is also a licensed life insurance agent.
Robert is a long term resident of the GTA and a passionate Raptors Fan. When he is not tending to his garden and cheering on the Raps, you can find him hiking the trails of beautiful Arizona where he and his partner own a home.