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We have dedicated our careers to protecting and enhancing the financial well-being of our discerning clientele, and we take pride in doing so with expertise and excellence. Beyond that, we create a white-glove experience for our clients, doing everything it takes to put them at ease and instill confidence in their finances.
Senior Portfolio Manager & Wealth Advisor
A graduate of McMaster University, Bob was drawn to the investment industry from the start. Following his interest in capital markets, commitment to strong relationships, and desire to help individuals navigate the complexities of financial planning, Bob came to RBC Dominion Securities – Canada’s leading wealth management firm – and founded Skeat Private Wealth.
Today, with nearly three decades of experience in the investment industry, qualified capital markets expertise, and a proven record of success, Bob is recognized as one of the nation’s top wealth advisors. Skeat Private Wealth specializes in providing customized, best-in-class solutions suited to the intricate financial issues facing high-net-worth clients, as well as the unique challenges and opportunities of enterprising families. Along with his team, Bob has developed a proprietary investment process and management approach. This focus on long-term wealth accumulation and preservation is particularly well suited to guide clients through major liquidity events that arise from the sale of a business, an unexpected inheritance, and other forms of asset monetization.
Bob’s knowledge, integrity, and dedication to excellence are backed by some of the highest credentials in the industry. A Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI), Bob is also a Family Enterprise Advisor (FEA), the first and only professional designation of its kind worldwide, which is tailored to the highly particular needs of business families.
Bob’s focus on improving the lives of others extends beyond his vocation. A strong believer in giving back to the community, Bob chairs the investment committee of the Humber River Hospital Foundation, and serves on its finance committee.
Bob also invests his time in educating his clients. A noted writer and market commentator, he authors The Bobb Report, a quarterly publication that breaks down even the most onerous, challenging market narratives and economic concepts into content easily understood by the average investor. Clients of Skeat Private Wealth have come to rely on this commentary as a critical source of capital market and economic insight. This report is widely followed and has a passionate and ever-growing readership, as clients encourage their friends and colleagues to subscribe.
Associate Portfolio Manager & Associate Wealth Advisor
As Skeat Private Wealth’s associate portfolio manager and associate wealth advisor, Angel is an integral member of the portfolio management team, with a dedicated focus on asset allocation and risk management. After obtaining a Bachelor of Commerce, Finance and Marketing from the University of Calgary in 1999, she joined RBC Dominion Securities and has been growing within the organization ever since.
Known for her strong work ethic and ability to thoughtfully traverse the intricacies of the markets, Angel plays a key role in helping families and individuals not only build and manage their wealth, but also pass it on to the next generation. Angel’s extensive service to multiple generations speaks to her integrity and the trust families place in her.
To offer our clients the topmost service, Angel holds some of the most advanced designations in our industry, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Fellow of the Canadian Securities Institute (FCSI).
Senior Wealth Planning Specialist
Adelle’s strengths and interests have always lain at the intersection between numbers and people. A Chartered Professional Accountant (CA, CPA), she began her career at large international public accounting firm, where she quickly found her niche in personal income taxation and specialized in Canadian, U.S., and cross-border tax. Six years in, she was eager to play a more meaningful role in clients’ lives, focusing on forward-looking advice, something she got to do when she joined RBC Wealth Management in 2004. Starting as a financial advisory consultant, Adelle got a lot of practice translating complex concepts into plain English, a skill that served her well when she transitioned into a financial planning role in 2009. Adelle grew her expertise and credentials, ultimately developing into one of the organization’s top financial planning specialists. Her move to Skeat Private Wealth in 2023 was a natural next step.
As our dedicated senior wealth planning specialist, Adelle offers expert planning guidance to our clients with sophisticated and complex planning needs. Fluent in French and English, she tailors her service to every client she collaborates with, drawing on her experience executing comprehensive plans that address the complexities faced by many of Canada’s most affluent families.
In addition to her CA, CPA designation, Adelle is a Certified Financial Planner (CFP) and a graduate of the University of Toronto, holding a Bachelor of Commerce in finance and economics.
Adelle is committed to lending her time and financial expertise to various organizations as a board member, and currently serves on the board of sports organization Dive Ontario, inspired by her son, who is a competitive diver.
Senior Associate Advisor
Growing up as a French immersion student, Lindsey put her language skills to use, earning a Bilingual Business Administration Diploma with French fluency from the Northern Alberta Institute of Technology. She majored in finance, a route that felt natural to her, as she had always loved math and aspired to excel in her personal finances. Upon graduation, Lindsey took a job at RBC Dominion Securities, and has been a strong contributor to the organization for the past 15 years, starting her career in her hometown of Edmonton before moving to Toronto in 2008.
Known for her organizational skills, pleasant demeanour, and calm nature, Lindsey joined Skeat Private Wealth in 2017. As senior associate advisor, she performs much of the investment transactions for our clients, a role that can get hectic, given the speed with which the market can shift. In addition to trading, Lindsey also caters to the administrative needs of clients, fielding inquiries about investments and carrying out service requests.
For Lindsey, the learning never stops. A Chartered Investment Manager (CIM) and Fellow of Canadian Securities Institute (FCSI), she has also completed the Derivatives Fundamentals and Options Licensing (DFOL) Course and the Wealth Management Essentials (WME) Course.
Associate Wealth Advisor & Financial Planner
Ksenia has always striven to work in financial services. Having immigrated to Canada in 2015, she has witnessed firsthand the impact poor financial decisions can have on people’s lives. These unique experiences helped shape her passion and determination to help as many people as possible make educated choices to improve their financial well-being.
Inspired and championed by her family, Ksenia applied herself and developed the advanced skills required to work at one of the largest branches across RBC Wealth Management in 2018. But Ksenia didn’t obtain just any position – she joined the branch’s management team, and within two years was promoted to branch operations manager. Having developed her capabilities in compliance and trading supervision as well as training and project management for more than 150 staff, in 2022 Ksenia sought a new challenge, and brought her differentiated experience to Skeat Private Wealth.
As an associate, Ksenia leans on her outstanding relationship management skills and proactive approach to develop and implement our team’s client service plan and wealth management strategy by scheduling and tracking our progress, identifying opportunities, and partnering with wealth management and insurance specialists.
A graduate of Seneca College, Ksenia holds an advanced diploma in Business Administration, specializing in Financial Planning. She has completed all elements of her securities licensing, inclusive of the advanced Derivatives Fundamentals and Options Licensing (DFOL) course and holds one of the most advanced designations in our industry, Certified Financial Planner (CFP). A firm believer in ongoing education, Ksenia is currently studying Economics and Management Science part-time at Toronto Metropolitan University.
Associate Advisor
Daria is a dynamic and hardworking associate who joined RBC Dominion Securities in 2019 and Skeat Private Wealth in 2020.
Having earned a Bachelor of Political Science and Government from Carleton University, Daria developed a keen interest in the financial industry toward the end of her post-secondary education. Money and math have always made sense to Daria, and, as an immigrant, she’s always had a desire to help people through her work. Daria found the perfect marriage of her interests and her aspirations in the world of wealth management.
Daria executes administrative requests for new clients, including opening accounts, processing funds, and keeping paperwork in order. She is efficient and effective, motivated by the knowledge that she’s helping people achieve financial stability. Daria has established herself as a hard worker with terrific attention to detail, who completes whatever task comes her way without skipping a beat.
