Robert Gros, CFA

Vice President, Portfolio Manager

250-356-3908 | Email me

Kate Robertson

Associate

250-356-3906 | Email me

Extended Team

person

Grace Lai, BA, LL.B

Will & Estate Consultant


 

Investment Management Philosophy

Robert's most important job is to listen to understand you and your family's investment needs, and to work with you to set out short and long-term investment objectives. He will work with you to define your tolerance for risk, and develop realistic investment expectations commensurate with your comfort level.

You have many choices when it comes to managing your investments. How do you make choices that are right for you?  Before recommending an investment strategy, Robert will consider your:

 
  • Return objectives and tolerance for risk.
  • Investment time horizon.
  • Current and future need for liquidity.
  • Current lifestyle requirements.
  • Tax situation.
  • Unique needs and circumstances. 

Working with Robert, you have direct access to the expertise and resources of RBC Investments, Canada's leading provider of wealth management services. Robert is supported by a vast network of traders, economists, top ranked analysts and leading investment strategists.

Robert and his team have simply one desire..to illustrate how we are putting our best foot forward for you and your family.