Robert Sager has been in the wealth management business for nearly two decades. He has an Honours Degree in Economics from Wilfrid Laurier University and is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®).
Born and raised in Kitchener-Waterloo, Rob’s conservative approach to capital preservation took root early in his career, as the tech bubble burst and he experienced first-hand how economic and market uncertainty impacts investors.
Rob works closely with Blair Fingland, leading the team and building prudent, tax-efficient portfolios for high-net-worth families and individuals. His analytical and technical skills resonate well with business owners, professionals and complex, intergenerational families. Rob also works with Heidi Yandt on broad-based wealth planning strategies to help clients achieve their estate-planning goals and minimize their tax liabilities.
Prior to joining TD in 2004, Rob held roles with Mutual Life, Merrill Lynch Canada, CIBC Wood Gundy and CT Financial Assurance.
Rob lives in the KW area with his wife Erika and their three young sons. As a family, they love to travel and enjoy an active lifestyle in the community.