Overview
Rob is a Wealth Advisor based in Victoria, B.C., and has been a part of the financial services industry since 2004, amassing extensive experience in various roles.
For the past 10 years, Rob has been an Investment Counsellor and Portfolio Manager at CIBC Private Investment Counsel in Victoria, B.C. In this capacity, he has been a client-facing Portfolio Manager, serving high-net-worth investors, trusts, and foundations with tailored financial advice.
Prior to his position as a Portfolio Manager, Rob spent 9 years with CIBC Commercial Banking, progressing to a Director role, where he advised a diverse portfolio of private and public sector clients.
He earned his Master of Business Administration and Bachelor of Arts from Simon Fraser University and holds the Chartered Investment Manager (CIM) designation. Rob is also fully registered as a Portfolio Manager.
Beyond his professional career, Rob is deeply engaged in the Victoria community. He currently serves as a Board Director with the Victoria Foundation and actively participates in the Foundation's Investment Committee and Impact Investing Committee.
In his personal life, Rob is an enthusiastic outdoor adventurer who cherishes quality time with his family.
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