Meet The Team
Senior Investment Advisor
B.Comm.
CFP®
CIM®
Rob is a financial industry "lifer". For more than 20 years, Rob has been creating long-term financial and retirement plans for families, professionals, and entrepreneurs, while overseeing portfolio design. Since joining the industry in 1994, Rob has been able to adapt to the ever-changing climate of wealth and investment management in Saskatchewan and Canada. Rob's keen interest in investments, the stock market, and global events allows him to develop strategies that align to one's financial goals and stay in tune with market trends. Beyond that, Rob truly embodies his strong values of trust and respect in every client interaction. At the end of the day, Rob takes a genuine interest in our clients' lives and well-being. They are at the center of everything we do!
A true lifelong learner, Rob graduated from the University of Saskatchewan with a degree in finance in 1994 and then earned his Certified Financial Planner Designation (CFP®) in 2004. In addition to specializing in financial planning, Rob has a unique focus on retirement planning and retirement income planning. He earned his certificate in Retirement Strategy in 2013.
Rob is not only a well-accomplished wealth professional; he happens to be your quintessential family man, and a big fan of the Toronto Blue Jays. When not working with clients or researching the latest investment strategy, Rob likes to barbeque for his family (which includes Michele, his wife, and their two children) and walk Daisy, the family dog. Rob is a proud supporter of the communities in which he lives and works. He has recently surpassed donating blood over 100 times and was integral in helping raise money for and build his neighborhood playground.
English
Client Service Associate
Client Service Associate
Ife is the Client Service Associate for the team. Rob and Ife work together to exceed clients' expectations in their wealth management experience by building strong relationships with the clients through process and trust.
After university, Ife started a career in the financial industry and worked with two other banks before joining TD Wealth in 2022. She completed the Canadian Securities Course and currently enrolled in the Wealth Management Essentials course. She is fully licensed to place trades in clients' accounts and is also continuously expanding her investment knowledge through industry courses. Ife thoroughly enjoys working with Rob and his clients and she is committed to providing exceptional service to each of the clients.
When not working, Ife enjoys spending time with her husband, children, family, and friends. She is also a lifelong soccer fanatic!
Additional TD Specialists
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High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Private Trust Manager
Private Trust Manager
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
