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Investment Advisor
A veteran of Bay Street with a career working for some of the largest investment management firms in Canada and the U.S., Rob brings a seasoned perspective to his clients' wealth management needs.
Rob has held senior positions and consulted with some of Canada's largest investment professionals to help them deliver investment solutions to their ultra-high-net-worth, institutional, and offshore clients. Most recently, he held the title of Senior Vice President for one of the largest money managers in the world.
His experience and temperament apply to ultra-high-net-worth clients and folks who want to know they have a partner along their retirement and wealth-building journey. A guide who uses plain language and has the expertise and knowledge to successfully navigate the complexities of investments, financial planning, and tax planning.
Rob holds an honours degree in Economics from York University, an MBA from Sir Wilfrid Laurier University, and the Chartered Investment Manager designation from the Canadian Securities Institute. He is also a licensed life insurance agent.
He is a long-term resident of the GTA and a passionate Raptors fan. When Rob is not tending to his garden and cheering on the Raps, he can be found hiking the trails of beautiful Arizona, where he and his partner own a home.
Administrative Assistant
Daniel joined RBC Dominion Securities in 2024 after 4 years of working at a major financial institution supporting retail and institutional investor clients.
He is a graduate of Sir Wilfird Laurier University with a degree in Environment Studies and Economics.
Daniel is a lifelong student of the markets and wealth management industry trends. He has successfully completed industry courses such as the Canadian Securities Course and Conduct and Practices Course. His focus on the team is on supporting the goals of our clients as well as the advisory team through various day to day interactions with both internal and external contacts.
Outside of work, Daniel loves to play Hockey and spend time with family and friends.
