Following careers as International Commodity Trader for an international import/export company and a sales position with a Swiss-owned manufacturer of flavours for the food industry and fragrances for the cosmetic industry, Bob joined the investment industry in 1981 as a financial advisor with Nesbitt Thomson (which was acquired by Bank of Montreal) where he built one of the most successful advisory practices in Canada.
Seeking new challenges, he moved to managing money institutionally for a publicly traded insurance company and then to a series of positions, including fixed income strategist, branch manager, head of training and development, and a member of the national sales management team for Midland Walwyn, Canada’s largest independent wealth management firm. When the firm as acquired by Merrill Lynch near the turn of the century, he moved on to pursue more entrepreneurial opportunities in the financial services industry.
In 1998, Bob founded Synchronicity Performance Consultants which he ran for over 25 years. Synchronicity was a coaching /consulting firm that worked with financial advisors across North America to help them “strengthen their core business stabilizers” – investment management, relationship management and business develop.
In 2020, he joined Wealth Stewards as Vice President, Portfolio Strategy where he helped the firm to construct client strategies and portfolios that are utilized today. He also works with the Wealth Stewards Wealth Advisor team to better communicate the investment management strategies and performance and is the host of our Quarterly Updates, Outlook, specialty webinars like the Real Estate Summit and the quarterly Due Diligence Interviews.
In May 2023, Bob co-founded www.privatedebtandequity.ca, “Canada’s source for all things private investment” with Wealth Stewards’ Managing Director Paul Tyers. Private Debt and Equity is a website designed to educate investors about private investing concepts through information and a series of master classes and provide details and updates about upcoming investment opportunities.
