Steve Robinson, CIM

Vice-President & Director, Portfolio Manager & Investment Advisor

905-450-5946 | Email me
1-800-844-7906

Steve graduated from the University of Guelph, majoring in Chemistry and Business Administration in 1989. Steve started his career in 1989 with Merrill Lynch learning the inner workings of a global investment dealer before moving in 1992 to RBC Dominion Securities to found S. Robinson & Associates.

In 1996 Steve was named President of The Presidents Club, an award bestowed upon the one advisor within his/her third year in the firm who best exemplifies the qualities of a well rounded and successful advisor. In 1998 Steve was named a member of the firms Chairman's Council, a select group of the firms top 50 advisors, and has been a member of this group ever since.

Steve is a Fellow of the Canadian Securities Institute (FCSI) and holds his Certified Investment Manager (CIM) designation, enabling him to manage client assets on a discretionary basis. Steve was appointed as Vice President of RBC Dominion Securities in 1997, Director in 2007, Associate Portfolio Manager in 2004 and Portfolio Manager in 2011.

By concentrating on a balanced approach to investing, searching for and investing in solid companies for his clients, investigating and employing appropriate planning strategies, Steve built the trust of his clients and the community, becoming one of Canada's top wealth managers.

Often asked to speak with new advisors, Steve willingly shares stories of how his effective portfolio and wealth management approach has helped his wealthy clients keep and grow what they have.

Steve lives in Brampton with his wife and two children. He is a Board member with the William Osler Foundation, and a long standing member of the Rotary Club of Brampton.

Ian Mena

Associate Advisor

905-450-0252 | Email me

After graduating from Carleton University in 1998, Ian started his career working with Royal Bank in Capital Markets. Ian continued his industry education becoming a Fellow of the Canadian Securities Institute and obtaining his Certified Investment Manager designation in 2008.

In 2000 Ian brought his capital markets experience and banking knowledge to S. Robinson & Associates of RBC Dominion Securities. Ian is a key member of the team, helping to relay and implement strategy to clients and helping them with any investment questions they may have.

Mark Robinson, CFP

Associate Advisor & Financial Planner

905-450-4017 | Email me

Mark joined RBC Dominion Securities in 2004, as a Business Development Associate for S. Robinson & Associates. Mark is a Certified Financial Planner (CFP) and is fully licensed in securities and insurance.

Mark works closely with our colleagues at RBC, enabling team members to better guide clients toward appropriate banking solutions. Mark is a member of our client service team working to prepare financial plans and keeping clients updated on new developments.

Lily Zhao, B.Comm.

Associate Advisor

905-450-6517 | Email me

Lily graduated with a Bachelor of Commerce from Rotman School of Management at the University of Toronto. She began her career at RBC Dominion Securities in 2013.

She is a fully licensed associate having completed the Canadian Securities and Conduct and Practices Courses and is licensed by the Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative.

Her primary responsibilities include assisting clients with account inquiries, administrative services, new accounts and monitoring compliance requirements, as well as financial planning and portfolio management support.

Extended Team


Megan Brown, LL.B., TEP
Will and Estate Consultant

Megan is our Will and Estate lawyer. She works closely with our high net worth clients in providing advice about their will and estate needs. Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your lawyer or accountant.

 

Grant Henri, CFP, PFP, Pl. Fin., TEP
Vice President, High Net Worth Planning Services

Grant works closely with S. Robinson and Associates to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs.

When you entrust S. Robinson & Associates with your wealth, we do more than just build and manage your portfolio.

Wealth management is about making sure you minimize taxes, avoid large financial losses, and manage risk — it's more than just managing the money. It's about making sure you have the financial freedom to live the life you want.

Steve Robinson, Vice President, Director, & Portfolio Manager leads your wealth management team, bringing a full complement of professionals to you as required. These professionals specialize in financial, estate, and tax planning, and for business owners, business, credit and succession planning.

We sit with you and help determine where there may be gaps in your situation. Depending on what we find, we provide complementary professional consultations to fully review and coordinate your full wealth management needs in concert to our core strength — Asset management.