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Branch ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
209 Dundas Street East 5th Floor Whitby, ON L1N 7H8Map
At TD Wealth, our advisors will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As your needs and priorities evolve, your wealth strategy will evolve with you. Through regular contact, we will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time and that your investment portfolio is aligned to your vision of success.
Our advisors will help you preserve and grow your wealth through tailored investment solutions specific to your needs. At TD Wealth Private Investment Advice, our portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps ensure strong and stable growth of your assets in a wide range of market conditions.
Leading a team of Professional advisors, I look forward to the opportunity of introducing you to an investment advisor best suited towards managing your own unique goals and objectives.
For over 20 years, Robert has been active in the financial industry advising clients, helping them to build and protect wealth, and helping them to achieve what truly matters most to them. Since joining TD Wealth Private Investment Advice in 2011, Robert has held the roles of Investment Advisor and later Branch Manager as well as being involved in strategic projects for the firm.
Robert graduated with an Honours Bachelor of Commerce Degree from the University of Guelph. He has earned the designation of Chartered Investment Manager and is also a Fellow of the Canadian Securities Institute, recognized as the highest honour in the Canadian financial services industry. Robert is also licensed as Life Insurance Advisor with TD Wealth Insurance Services.
Robert lives in Ajax with his wife Valerie and his three daughters Lauren, Paige and Emily. He is thrilled his professional activities are in a community where he and his family live, a community that he knows well and always looking for opportunities to increase his contribution.
Toll Free: (888) 576-4447
Fax: (416) 308-6958
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
Honours Bachelor of Commerce Degree, University of Guelph
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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