Celebrating 34 years of meaningful client relationships
Rob works with individuals, families and organizations with considerable investable assets and wide-ranging, often-complex financial needs. As his clients' needs change and evolve over time, so do the services and solutions offered. Whether you are building your career or business, or shifting into retirement, Rob's insightful counsel, disciplined planning and effective risk management can help make you more confident in your decisions, and more focused on your future.
Managing considerable wealth can be complicated. Using Rob's distinctive approach, he seeks to view your life through your eyes. With a deep understanding of your priorities, Rob then builds a strategy rooted in your goals and based on TD's principles of transparency and trust.
Rob holds the Chartered Investment Manager (CIM®) designation, the Fellow of CSI (FCSI®) designation and acquired his Bachelor of Economics (BA Econ) from the University of Western Ontario.
Rob is also a Life Insurance Advisor through TD Wealth Insurance Services.
Rob's personal interests include playing hockey and tennis as well as an interest in health and nutrition. Rob's family life includes his marriage to Jennifer of 24 years and raising their three kids; Kate 16, Jack 19 and Abby 21. This is where Rob can teach and learn at the same time. Gratitude is an important aspect of Rob's life and he has much to be thankful for in health, family and career.
Wealth For Life Advisory consists of Robert Wells, Senior Vice President & Investment Advisor; Tim Collins, Vice President & Investment Advisor; Lisa Rodger, Investment Advisor; Nicholas Mackay, Investment Advisor; Terri Racine, Assistant Investment Advisor; and Sangeet Singh, Client Service Associate. Wealth For Life Advisory is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank.