Bob graduated from the University of Guelph with an Honors Bachelor of Commerce Degree in Management Economics. He completed his Certified Financial Planner designation in 2004 and his Registered Retirement Consultant designation in 2016. Bob joined IG Wealth Management in 2001 as a Consultant after spending 6 years as a Financial Controller in the high tech industry in Toronto.
In 2004, Bob was appointed to Division Director in Muskoka and opened a new office in Huntsville. In July 2007 Bob was appointed to Regional Director for Ontario Northeast in the North Bay Region office, subsequently adding the Sudbury Region office in May 2017, and the Sault Ste. Marie Region office in Nov. 2018 to his responsibilities.
In April 2019, Bob moved from North Bay to become the Regional Director for the Greater Niagara Region overseeing offices in St. Catharines, Grimsby, and Welland.
Bob has volunteered for the Heart and Stroke Foundation and was a regular supporter of the North Bay Hospital Foundation, North Bay Food Bank, and North Bay Symphony. In addition, he was a member of the South River Lions Club for 8 years holding many leadership positions including President of the Club. He is on the organizing committee for the IG Wealth Management Walk for Alzheimer’s in Niagara. He is married to Tamara and together they have a daughter Julia and a son Ian.
IG Wealth Management Broader View
With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.