President and CEO
Bob has over 20 years of experience in the discretionary investment management and brokerage business and has established a reputation as a problem solver and business builder.
He started his career in the securities industry in 1992 at RBC Dominion Securities, having previously worked in financial planning and initially trained in personal tax and insolvency with Price Waterhouse. Bob joined Richardson Greenshields in 1994 as the Vice President responsible for financial planning and was involved in the development and marketing of the Sovereign Investment Program.
In 1996, Richardson Greenshields was acquired by the Royal Bank and Bob continued to have responsibility for financial planning within Royal. In 1997, Bob worked with the Frank Russell Company to build and market an international investment program that targeted Caribbean and European investors which grew to $100 million in AUM in the first year.
Beginning in 1999, Bob’s responsibilities became more purely focused on investment management, managing large High Net Worth client bases for RBC Private Counsel and Scotia Cassels where his responsibilities included global equities and North American fixed income portfolios. His business responsibilities during this time also included responsibility for an offshore bank based in Barbados that focused on investment management and family office services.
In 2004, he joined TD Waterhouse Private Investment Counsel, the TD Bank’s discretionary investment management division as the Senior Vice President in charge of the business. Under Bob’s leadership, Private Investment Counsel grew from $8 billion to $15 billion in assets under management. Bob left TD at the end of 2008 and established Bellwether Investment Management Inc.
Bob completed his Bachelor of Science degree at the University of Toronto. He is a CFA charterholder which is awarded by the CFA Institute in Charlottesville, Virginia, USA. The CFA Institute is the global association of investment professionals that promotes the highest ethical standards and on-going education for investment managers. Bob is also a Certified Management Accountant (CMA), Certified Financial Planner (CFP) and Certified Investment Manager (CIM). Bob is registered as a Portfolio Manager and Chief Compliance Officer with the Ontario Securities Commission (OSC). Bob resides in Mississauga with his two daughters.