Rob has been working in the wealth management industry since 1984. After advising clients at another leading investment dealer for almost 12 years, he accepted the challenge to open and manage the TD Wealth Private Investment Advice in White Rock, B.C. in 1995. As a Branch Manager and Senior Investment Advisor, Rob continued to develop his skills and knowledge in serving clients while supervising a team of advisors. Since 2009, he has focused exclusively on serving affluent clients, helping them make better wealth management decisions through research-based investment advice and financial and estate planning strategies. Rob welcomes the opportunity to advise high net worth investors interested in a collaborative working relationship.
Rob holds the Chartered Investment Manager (CIM®), the Fellow of the Canadian Securities Institute (FCSI®) and the Personal Financial Planner (PFP®) designations. He is also a Life Insurance Advisor through TD Wealth Insurance Services. Rob earned his Bachelor of Arts in Economics from the University of Western Ontario, where he was a member of the Beta Theta Pi Fraternity, Delta Alpha Chapter, and the varsity springboard diving team.
On a personal note, Rob plays hockey and is interested in health and nutrition. He enjoys spending time with his wife, Jennifer, and their three children, Abby, Jack and Kate. Raising his kids, Rob has both taught – and learned – a great deal. 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 is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners