Robert joined Wealth Stewards in 2021 and currently works as a Wealth Consultant. With a background in financial planning, he works to develop in-depth, comprehensive financial plans for clients. He also works with the investment team, supporting with different investment processes.
Prior to joining Wealth Stewards, he earned an Honours Bachelor of Commerce degree in Finance from Toronto Metropolitan University. While attending University, he gained valuable experience in the financial industry through involvement in extracurricular clubs and internships at various public and private firms. Since graduating, he has sought to further his financial literacy by completing several investment industry courses and is currently in the process of completing the CFA designation.
The core values that resonate with him most are honesty, respect, and integrity. These values have been stressed on him from a young age and are a core component of the person he is today. They have helped to shape his motivations in life and his desire to help others. He is grateful that in his role, he has the opportunity to work with clients and help to provide them a clear picture of their finances, helping to alleviate any stresses they may have regarding their financial security and future. He would also consider himself to be a competitive person, and is always looking to better himself, both personally and professionally. He believes that this dedication to continuous learning and growth over time will continue to allow him to find success in life.
In his spare time, he enjoys playing and coaching hockey, golfing, and skiing.
What charity or cause is important to you?
The charitable cause I support is SickKids Foundation.
