From Canadian and U.S. equities, options, bonds, preferred shares, mutual funds, new issues and private placements to RESPs, RRSPs, and RRIFs, Rob applies the exact same tenacity and dedication that enabled him to succeed in the private industry.
In his 10 years of experience in the investment industry and 20 years in the private sector, Rob has seen both good markets and difficult markets. The one constant is the ability to maintain a focus that enables clients to weather through to their individual financial goals.
A system that Rob implements to help stay in harmony with his clients' goals is his disciplined wealth management fee based services. This keeps everyone on the same side - striving for capital preservation and growth - and rewards both parties simultaneously.
Rob has long enjoyed being a participant in his community and has served on several boards such as Balpex, The Winnipeg Squash and Racquet Club. He is currently the Chairman of The Victoria General Hospital Foundation.