Robert is a highly qualified Portfolio Manager, Branch Director and founder of The Bryan Wealth Management Group. He has been advising institutions, high net worth clients and endowments for over 25 years. He received an Honours Bachelor of Business Administration from Wilfrid Laurier University and was recruited by Richardson Greenshields, who merged with RBC Dominion Securities, Canada’s largest full-service wealth management firm. In addition to his Finance degree, Robert holds several designations including the Certified Investment Manager (CIM) designation, the Financial Management Advisor (FMA) designation, Options & Futures and Level II Insurance licenses which sets him apart for his expertise to provide complex wealth management.
The Investment Industry Regulatory Organization of Canada granted Robert the designation of Portfolio Manager in 2010, after completing rigorous advanced portfolio management exams and after meeting strict industry and regulatory requirements. As one of the firm’s top discretionary portfolio managers, Robert coordinates multiple financial matters for his clients. His deep understanding of both wealth and risk management allows him to navigate through the myriad of complicated products to develop a straight-forward, personalized financial plan. Working with a network of senior investment, tax and legal professionals, Robert brings an in-depth understanding of the complex factors at play. Robert has a reputation for a conservative, yet proven investment approach using a combination of brokerage, insurance, third party investment management firms, proprietary and specialized financial products. As a wholly owned subsidiary of RBC, one of Canada’s leading financial institutions, we also offer the extra peace of mind that comes from working with a reputable, financially stable organization.
Out of the office, Robert takes an active role in his community. He is a past member of the Rotary Club, Board of Directors for Big Brothers, Director of the Chamber of Commerce, and the Stratford General Hospital Planned Giving. He has coached local sports including Stratford Minor Hockey, Stratford Youth Soccer and Stratford Minor Baseball and volunteers for the Local Food Centre and House of Blessing. When not in the office or volunteering, Robert spends much of his time sailing the North Channel or regatta racing.
