Bachelor degree in Industrial Relations, University Laval, Québec, Canada
Canadian Securities Course, Canadian Securities Institute, Montreal
Conduct and Pratices Handbook, Canadian Securities Institute, Montréal
Professional Financial Planning, Canadian Securities Institute, Montréal
Wealth Management Techniques, Canadian Securities Institute, Montreal
Derivatives Fundamentals Course, Canadian Securities Institute, Montreal
Options Licensing Course, Canadian Securities Institute, montreal, Canada
BMO Nesbitt Burns Wealth Advisor program, BMO Nesbitt Burns, Toronto, Canada
Insurance of person’s license (Quebec)
Group Insurance Plan license (Quebec)
Insurance of person’s license, level 2 (Ontario)
"working together towards a common goal"
Before becoming an Investment Advisor in order to help clients achieve their investment goals, Robert gained over 15 years work experience in the various fields of employee benefits, group insurance and pension planning. He graduated in 1983 from Laval University with a B.A. in Industrial Relations. He believes that continuing education is paramount to providing sound financial advice. Robert has successfully completed the Canadian Securities Course, Conduct and Practices Handbook and the Professional Financial Planning course offered through the Canadian Securities Institute.
A Partnership of Strengths:
As an Investment Advisor, Robert combines his experience with BMO Nesbitt Burns’ top-ranked research team*to help his clients with their investment objectives. He is committed to building a solid long-lasting relationship with his clients. This means providing a full-service approach to investing while offering managed accounts with fee structures that makes annual costs more predictable and more closely tied to performance.
Are you wondering if you will have the resources to afford the retirement you want? Robert will chart a course outlining the steps required to help you achieve your retirement goals by generating an illustrated analysis that is completely customized to reflect your current circumstances, your anticipated savings rate and your investment objectives.
Commitment to Service:
A cornerstone to Robert's business is personal service. He firmly believes that understanding the financial situation and the investment objectives of each client is essential in building a personalized portfolio. Robert reveals client's long-term objectives and risk tolerance through a questionnaire. This establishes a clearly defined written investment policy statement, which becomes the basis of that client's ideal asset mix. If any changes are necessary, he will provide recommendations that are in keeping with their overall objectives and risk tolerance levels. This is an ongoing consultative process that solidifies a long-term relationship built on trust and integrity.
To arrange a no obligation appointment please contact:
Tour McGill College
1501 McGill College, Suite 3200,Montréal, QC H3A 3M8
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