Bob has over 30 years of experience in the discretionary investment management and brokerage business. When Bob founded Bellwether in 2009, his goal was to build a national, independent discretionary portfolio manager that would better serve the needs of affluent Canadian families—he wanted to feel like he and the team were making a real difference in people’s lives. Bob is a CFA® charterholder, CPA, and a Certified Financial Planner professional. He is a member of Bellwether’s Investment Committee and leads Bellwether with the same honour, discipline and integrity as the institutions with which he is a member.
Prior to Bellwether, he led 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 was also responsible for managing and building a wide range of Wealth Management businesses, which include: establishing the Royal Bank’s financial planning group, a private fund family and offshore investment program, a Barbados chartered Bank, and a client base, responsible for managing global equities and fixed income. In each case, and in everything he does to this day, Bob has always focused on serving the needs of affluent families in Canada and internationally and helping them protect their family tree.