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 Investment Management, 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 High Net Worth clients in Canada and internationally.
Bob completed his Bachelor of Science degree at the University of Toronto. He is a CFA charter holder which is awarded by the CFA Institute in Charlottesville, Virginia, USA. The CFA Institute is the global association of investment professionals that promotes the highest ethical standards and on-going education for investment managers. Bob is also a Certified Management Accountant (CMA), Certified Financial Planner (CFP) and Certified Investment Manager (CIM). Bob is registered as a Portfolio Manager and Chief Compliance Officer with the Ontario Securities Commission (OSC). Bob resides in Mississauga with his two daughters.