Managing Director | R.F.P.
For over 35 years, Rob has helped high net worth families, individuals, executives, entrepreneurs, corporations, foundations, and trusts meet their wealth management objectives.
Rob is registered as a Portfolio Manager with the Ontario Securities Commission, the industry’s highest designation. He is the co-founder of Stonegate Private Counsel (a wholly owned subsidiary of CI Financial), and its predecessor companies; Assante Asset Management and Equion Securities. Rob has a history of business success, as well as, being a skilled Portfolio Manager and business advisor.
Rob is co-author of The Family TRĒ, The Total Return Experience, a book that examines and details the management, practices and philosophy of the family office business in Canada. Written and published in 2017.
Rob is past Chairman of the Board of Governors at the Royal Ontario Museum, a position he held from 2012 – 2019. A Governor at the ROM since 1998, Rob co-chairs the Finance and Investment Committee and is a member of the Executive Committee. Rob is a recipient of the prestigious Ontario Lieutenant Governors Distinguished Services Award for service to the ROM in 2019. He holds an Economics Degree from the University of Western Ontario, is a Master of Philosophy candidate at Georgetown University in Washington D.C. and studies at Harvard and the University of Toronto.
Rob believes a family’s wealth extends well beyond its financial resources as it includes their collective skills and competences, intellectual knowledge, and by far the most important, the family’s reputation for fairness and decency in its business and community relationships.
Building one of the largest financial/investments advisory businesses in Canada for the past 35 years, Rob’s expertise and sound advice is a sought-after commodity.
Rob resides in Toronto and has three children.