As a discretionary portfolio manager, I am committed to helping professionals, business owners and families manage their finances and build their wealth. Each client file is discovered using a holistic approach to wealth management (tax, retirement, investing, estate, and insurance), regular client reviews and a commitment to education enables our relationship to grow and evolve over time.
Being a former business owner, I bring to wealth management a unique experience and understanding of the challenges my clients may face with the growth, transition, or sale of their own business. To better service this niche clientele I have certifications in both Small Business Advisory, as well as, Advanced Investment Strategies.
One truth I have learned is that all people; business owners, professionals or retirees have a common problem - Taxes. Structure and foresight are required to address tax issues before they become a problem. Unfortunately, too many Canadians do not feel in control of their finances and are left feeling helpless and reactive in their planning process. By understanding all the available options, clients can feel confident taking an active role in decision making and bettering their financial well being
I have a specialized team of experts to assist in every step from strategy formulation to implementation. I follow a centralized approach to wealth management that can ensure clients can have all their needs met with one point of contact.
My team has pride in the client centered, strategy based advisory service that addresses many more areas of focus than traditional broker services.
Robert has close to two decades of experience as a Chartered Accountant. As a Senior Tax Manager at one of the largest accounting firms in Canada, he applied his expertise to help high net worth clients reach their financial and business goals. As a Senior Investment advisor at one of the largest independent investment advisory firms, he specializes in providing tailored wealth management services to families and corporations.
Robert’s unique combined experience as an auditor, tax and investment specialist ensures that clients are provided custom-designed investment solutions to meet their personal, family, and corporate needs. He works closely with private company owners who have complex corporate or trust structures and want to take full advantage of the tax planning strategy implemented. His focus on integrating tax and investment planning helps clients build and protect their family wealth.
His passion for the subject of tax and tax-efficient investing led him to become an instructor in the Chartered Professional Accountant (CPA) premier in-depth tax program. He enjoys sharing and publishing his extensive knowledge on a wide variety of tax and wealth strategy topics such as Estate Planning, Trust Taxation, Succession Planning, Purchase and Sale Planning, and Tax and Investment Integration.
Upon completing my Masters in Biomedical Sciences and Toxicology at the University of Guelph, I decided to join the Federal Government to study the impact of hazardous materials and chemicals on public health. I thoroughly enjoyed the process of finding distinct solutions to complex situations and this ability transferred very well to my wealth management practice.
Today, I am immersed in strategy-based planning within a dynamic investment environment. I continually educate my clients on today’s priorities and tomorrow’s challenges, empowering their decision making and placing them in the driver’s seat.
Because every situation and person is unique, I focus my expertise and resources on understanding all of the moving parts of their financial situation. In this way, I can ensure we achieve what is most important.
My approach is to develop planning solutions that are suited to each and every client’s personal objectives.
In today’s dynamic world, successful people find themselves with the challenge of trying to balance ever expanding responsibilities. Concerns over business, family, social and personal lives can crowd out efforts to develop an effective financial strategy. Instead of developing a strong unified approach to their finances, many people adopt a scattered “piece-meal” approach.
A unified approach to financial strategies begins with an accurate analysis of your present financial position. After a review of your long and short term goals, a plan must be developed to help you realize those goals. Lastly, and perhaps the most important step, is to commit yourself to ongoing review of the plan so that it can be adjusted to reflect changes that occur in your life.
I strive to develop a unified comprehensive approach to financial strategies for all of my valued clients.
To inspire my clients in making informed decisions through education and communication while having the expertise to execute and deliver on their goals and objectives.
As an Advisor with Manulife Securities, I help individuals and families with their Investment Portfolio's & Financial Strategies, safeguarding capital from unnecessary taxes & increasing the probability of growth.
As a member of one of the largest Portfolio Management teams with Manulife Securities across Canada, you have the peace of mind our fingers remain on the pulse of the market, allowing us to build brick by brick the other pillars of wealth management with you:
Our strategies are cemented in a philosophy that is simple to follow and easy to understand.
Each strategy is tailored specifically to your needs, and situation. I am proud, humbled by what I do, and consider myself fortunate to be given the opportunity to nurture financial clarity with those who decided to call myself and the team, their Advisors.
If you would like to know how I spend time outside the office, I could go on with family stories, my voracious appetite for books, traveling, being physically active, and lending a hand at various non-for profit organizations around Toronto among other things. With that said, having a chat about Economics, Trade Wars, Revolutionary Technologies, Real Estate, new Canadian Tax Law changes to businesses, what to do in the next big Market Crash, taking CPP/OAS early/late, and maximizing dollars you make & save to do what you dream of in the future is always an activity that puts a smile on my face. Send me a message, It would be a pleasure to have a conversation with you.
With over 25 years of experience in the Financial Services Industry, I bring a wide breadth of knowledge and experience to my role as Licensed Assistant to our Senior Investment Advisor, Michael Sanson. After working for many years in a retail bank environment, I chose to move to my current position where I am an integral part of a team of highly successful Investment Advisors with a focus on building on Financial Strategies and Wealth Management. My years of industry experience provide me with solid knowledge and the ability to serve our clients well. I pride myself on my problem-solving abilities and am ready to meet new challenges head-on.
Bio coming soon