Our Team

As a Portfolio Manager, Rob is able to provide clients with additional benefits such as customized portfolio construction and management, access to broader range of securities as well as fee transparency and deductibility. Rob works directly with clients to create investment management and tax savings strategies that help accomplish our clients’ financial plans. Rob has worked in the financial services industry since 1998 and continues to believe he makes a significant difference in the lives of his clients by providing qualified, expert advice. Rob’s extensive experience and certifications include Portfolio Manager, Chartered Investment Manager Designation (CIM®), Certified Financial Planner (CFP®), certified FAMILY ENTERPRISE ADVISOR™, Chartered International Wealth Manager (CIWM®), as well as a Masters of Business Administration (MBA) from the University of Manitoba.

Rob’s greatest pride is in raising his 4 children along with his wife, Chantelle. As a family, they enjoy camping, travelling and any type of competitive game or challenge, whether as a team or against each other. Rob is also proud to support Chantelle in the businesses that she owns and manages.

As our dedicated Client Experience Specialist, Sandy plays a vital role in ensuring that our clients receive exceptional care and support. She is your go-to person for any questions you may have regarding your Wealth Management process, scheduling appointments, or general inquiries. Sandy's primary responsibility is to ensure that every client receives prompt and accurate assistance, and she will make sure that the appropriate member of our team responds to your specific needs.

Having been a valued member of our team since 2013, Sandy brings a wealth of experience in providing the best client experience possible. Her genuine enjoyment in meeting new people and making a positive impact on their lives is evident in her work. With a strong commitment to delivering personalized service, Sandy goes above and beyond to ensure that every client feels valued and supported throughout their journey with us. Rest assured that when you engage with Sandy, you can expect professionalism, efficiency, and a genuine dedication to your satisfaction. We are fortunate to have her as an integral part of our team, and we are confident that her expertise and caring nature will contribute significantly to your overall experience with our firm.

As our Administrative Assistant, Brandon brings a seamless experience to our clients, ensuring that you never have to wonder "what just happened?" or "what's next?" Brandon serves as your main point of contact for any account servicing issues. Once your plan is in place and your strategy is set, Brandon takes charge of implementing your plan with precision and efficiency. His goal is not only to keep you informed about our processes but also to guarantee that your implementation runs smoothly and seamlessly.

Brandon is a 2022 graduate from the University of Manitoba, with a bachelor's degree in economics and a minor in business management. Throughout his academic journey, Brandon demonstrated exceptional leadership skills and a strong work ethic. He successfully managed a non-profit environmental operation, overseeing job plans, time sheets, and staff management. Brandon excels in professional communication and collaborates effectively due to his experience in coaching, and dealing with coaching staffs, managers, and league officials.