Robert is an Investment Advisor at Wellington-Altus Private Wealth. Robert attended The Goodman School of Business where he obtained an Honours Degree in Business Administration (Hon BBA) and is continuing his education towards other industry designations.
Robert is passionate about the financial markets and helping families build their financial futures. Robert specializes in creating retirement plans that reduce taxes and manage wealth through asset allocation and long-term investments. Prior to joining Wellington-Altus Private Wealth, Robert worked in the independent advisory space and understands the objectivity that comes along with it. He is committed to providing excellent client service and putting their best interests first.
Coming from an Italian-Canadian background, Robert loves spending time with family and friends. When he is not tending to his client needs, he enjoys travelling, watching, and playing sports.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.