Menu
Robert was shown the way of small business early on in life and has turned that exposure into a key strength as an Investment Advisor.
His business education began during childhood as he experienced firsthand the ups and downs of his father’s construction business. As the youngest of eight children, Robert started working as a teenager and bought his first stock at the age of 17. At 18, while his peers were working for others, he started a landscaping company that carried him through high school and much of university. At 22, he became part owner of a restaurant in London, Ontario. Today, five of his siblings are independent business owners, due in part to the guidance of their entrepreneurial father.
In 1995, after studying economics at Carleton University in Ottawa and personal finance at St. Lawrence College in Kingston, Robert became an Investment Advisor in Vancouver, where he still shares an office with fellow advisor Rudy Chung. In 2005, he moved to the Comox Valley with his wife Victoria and established the Courtenay office.
Robert believes that community service and volunteerism are vital contributions to the community he lives in. As director of the Comox Valley Healthcare Foundation, former co-chair of the “I Belong” campaign for L’Arche, and supporter of Habitat for Humanity, Robert advocates for all people. He was honoured for those contributions with the prestigious Paul Harris Fellowship Award in 2017 and the Chamber of Commerce President’s Merit Award in 2018. Robert also parents three very active teenagers and coaches his sons’ hockey and baseball teams throughout the year.
Robert credits much of his success to his team, which includes Rudy Chung, Russ Wigle, office manager Laura Nickel, and administrative assistant Jessica Niven. The rest he credits to his business acumen and emphasis on educating clients, and the general public, about smart investing.
Contact Rob today either by emailing us through the website or by calling (250) 338-5222 or 1-866-865-3678 (toll-free).
 |
 |
Your mindset reflects your wealth.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
*Insurance products are provided through iA Private Wealth Insurance Agency, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protector Fund.