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Thank you for your interest in wealth management at TD Wealth Private Investment Advice. Our team appreciates this opportunity to explain how we can help you achieve your life, financial and business goals.
Our wealth advisory services focus on understanding your goals and building a comprehensive wealth management plan that is appropriate for you. We advocate 5 guiding principles in our client-centered approach to wealth management – Trust, Knowledge, Conservatism, Empowerment and Merit. We encourage you to review these guiding principles.
We offer a full range of investment and wealth management services that meet the diverse financial needs of our clients, including:
We offer industry leading services that are implemented with a team of experts. To help you benefit from the strength of TD Bank Group, we involve our Financial Planners, Estate Planning Advisors and Trust Specialists in creating your wealth management plan. To ensure proper coordination, we work in close collaboration with your network of professional advisors, such as accountants, lawyers and private bankers, to make certain that you are receiving the best possible advice.
Our 5 Guiding Principles
Rob specializes in advising individuals, businesses, trusts and estates in wealth management and portfolio investment. He has worked in the wealth management industry since 2009. Prior to joining TD Wealth, Rob worked at one of the largest global wealth management firms helping clients meet their life, financial and business goals. Rob holds securities and options licenses.
Rob has a truly comprehensive track-record of distinction in his academic career and prior vocations, which have helped him build rewarding relationships with his clients. In 2009, he graduated with a Bachelor of Commerce Degree with Great Distinction from the University of Windsor. He was awarded the Gold Medal (Board of Governors Medal) for outstanding academic achievement. Furthermore, he was awarded the Ben Matthews Price in Business Administration. Rob was also a finalist and recipient of the Innovation Award at the 2008 Queen’s Entrepreneurs’ Competition, Canada’s largest international business competition.
Prior to starting his career in finance, he received an Honours Biological Sciences with Thesis Degree from the University of Windsor in 2002. Rob was awarded a Natural Sciences and Engineering Research Council of Canada Fellowship, a competitive fellowship granted by the Government of Canada for research in the natural sciences and in engineering.
Following graduation, Rob was awarded the prestigious 2002/2003 Thomas C. Rumble University Graduate Fellowship and entered the Ph.D. program (in Biochemistry and Molecular Cell Biology) at Wayne State University School of Medicine, the largest single campus medical school in the U.S. Some of his research findings have been published in the Journal of Molecular and Cellular Biochemistry. In 2006, he decided to leave early to pursue his passion and a career in the investment industry.
Rob and his wife Sheila live in North York with their two children. He enjoys reading books about geopolitics, economics and the capital markets, recreational running, and spending time with his family and friends.
Let's get together over a cup of coffee to discuss what is most important to you, and whether you are on track to meet your goals. After all, our goal is to help you achieve yours!
Toll Free: (888) 576-4447
Fax: (416) 308-6958
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.