Bob has over 20 years of experience in the discretionary investment management and brokerage business and has established a reputation as a turnaround specialist and business builder. Prior to founding Bellwether, he led TD Waterhouse Private Investment Counsel, the TD Bank’s discretionary investment management division. Under Bob’s leadership, Private Investment Counsel grew from $8 billion to $15 billion in assets under management.
Bob has been responsible for managing and building a wide range of Wealth Management businesses including establishing the Royal Bank’s financial planning group; a private fund family; creating an offshore investment program; a Barbados chartered Bank that provided family office services; and a client base with responsibility for global equities and fixed income management. In each case, Bob has focused on serving the needs of affluent families in Canada and internationally.
"You need to have absolute conviction that what you’re doing is the right approach. You have to send a clear message to the market that explains how you’re different—and know that you may have to explain why that’s important. And you have to have patience."