Robert Clarke is an Investment & Wealth Advisor with RBC Dominion Securities based in Oakville, Ontario. With a decade of experience in the financial services industry, Robert provides wealth management services to high-net-worth individuals and business owners in the Greater Toronto Area.
Having been exposed to his father’s wealth management practice, established over 25 years ago, Robert gained experience in the wealth management field early on. Robert supported his father’s business first as an Associate and then as an Associate Advisor. This experience allowed him to better understand the inner workings of a wealth management business and the importance of professionalism, expertise, and client service – all tenets he continues to uphold in his own practice.
Today, Robert’s focus is on using a proactive approach to wealth management and simplifying complex financial decisions for his clients. An expert in investment management and financial planning, Robert works closely with internal partners at RBC, as well as his network of accountants and lawyers, to help his clients build and execute a comprehensive plan designed to achieve their financial goals.
Robert has earned his Certified Financial Planner (CFP) designation, as well as the Life Insurance and Accident & Sickness Insurance Agent licence. He is registered with the Investment Industry Regulatory Organization of Canada (IIROC) as a Registered Representative and licenced to trade financial options.
Away from work, Robert enjoys spending time with his partner, Lauren, and their dog, Minka. He also stays active playing hockey and basketball, golfing in summer and snowboarding in winter.
