613-755-4004 | 877-755-4004
Rob began his career in the investment management business in 1987. With over 26 years in the industry, he most recently led and managed a team of discretionary portfolio managers at Scotia Private Client Group Investment Management Services, where he also managed high net worth private client, estate, trust and corporate assets as a senior portfolio manager. Before returning to Ottawa in 2003, he was a director with BMO Harris Private Investment Management in Hamilton/Niagara.
Family wealth management is a primary focus of Rob’s portfolio management practice. Rob works with families who prefer a coordinated yet confidential approach to wealth management. This approach is designed to ensure each family member receives investment counsel suited to his or her respective needs and financial goals.
Raised in Ottawa, Rob is a member of the board and investment committee of the Royal Ottawa Hospital for Mental Health. He is an honours graduate of the Bachelor of Business Administration program at the University of Texas at Austin, where he majored in Finance. He holds the Canadian Investment Manager designation and has completed CFA 1.