Robert focuses on working with clients to create long-term, mathematically attainable, personalized plans, and oversees overall portfolio design.
Robert is a Chartered Investment Manager (CIM), and has spent 20 years serving high-net-worth investors and their families. Robert was initially recruited by RBC out of university, starting his career working in the mail room, and later as an investment liaison. In 2002, Robert was named a member of the firm’s prestigious President’s Club, and was also honored in 2003 with an outstanding achievement award for ranking among the top five President’s Club Investment Advisors in the country. More recently, Robert has been named to both Executive Council and Directors Council, ranking him among the top Advisors at the Firm across Canada. Robert has also served on the RBC Dominion Securities Advisory Board as a representative for the province of Quebec. He graduated from Concordia University with a Bachelor’s Degree majoring in Finance with a minor in Political Science.
