With over 20 years experience in the financial services industry, Robert provides an experienced and focussed approach in managing high net worth client portfolios on a discretionary basis through the RBC Private Investment Management program. Investment strategies are carefully constructed to meet client return and income objectives, with an emphasis on risk reduction.
Robert is a Chartered Financial Analyst (CFA). The CFA designation sets the global standard for advisers. The interests of the investing client must always take precedence and investment professionals must act ethically and in accordance with the highest professional standards.
In addition, broader wealth management considerations are advised by a team of experts in estate, insurance and financial planning.