B. Mgt. Fin
Robert graduated with a degree in finance management, and a second degree in psychology from the University of Lethbridge. He started his career at a major bank and was soon promoted to assistant branch manager. He has over 10 years of experience in retail banking, investment management and retirement planning—advising his clients and providing them with the best possible financial solutions.
Robert is passionate and committed to providing holistic and tailored wealth management plans by uncovering the specific financial needs of his clients. Robert’s clients also benefit from his ongoing professional development. With an aim at earning a portfolio manager designation as well as insurance licensing he is always looking to improve himself to provide better service.
He is community focused and is a strong supporter of local charities. Robert is an accomplished squash player, and enjoys hockey, golf and skiing. When out of the office, Robert’s priorities are spending quality time with his wife Kristen, daughter Isabel, sons Bennett and Hugh.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.