Rob has been providing financial advice to his clients for more than 30 years. Amongst the many designations he has earned, he has the prestigious Fellow of the Canadian Securities Institute and the Canadian Investment Manager designations. He holds an individual discretionary license allowing him to offer customized services for each of his clients. He has been a Portfolio Manager in Canada since 2000 and has built his business on trust and close relationships. Rob is also a registered Investment Counsellor in the United States. This allows him to deal with American residents also on a discretionary basis through RBC Private Counsel (USA). He also has two insurance licenses.
Rob started his career in the investment industry at a competitor while completing his Bachelor of Arts degree from Carleton in 1983. During his university years, he owned his own successful business; Infoline Research Inc.
Rob joined Dominion Securities in 1988 when Dominion Securities merged with Pemberton Securities. He taught Investment Finance at Carleton University for 5 years and worked as a consultant at the Bank of Canada for more than a decade. Rob is a media contact for the Royal Bank. Over the years, he has been interviewed often by The Ottawa Citizen, The National Post, The Globe and Mail and numberous television and radio stations.