Rob has provided quality advice as part of the IG Wealth Management team since 2017. As a Wealth Planning Specialist, Rob endeavours to add an additional dimension to each financial advisor’s team through portfolio analysis and advice. He provides advisory services to the Edmonton Metro and St. Albert regions.
 
Rob began working in the financial services industry in 2007 as a market analyst for a private investment firm in New Zealand. Prior to becoming a Wealth Planning Specialist, Rob worked as a consultant for 5 years with IG Wealth Management. Previous work experience also includes 3 years at a major Canadian bank as a Senior Financial Advisor. He is a graduate of the University of Victoria with a Bachelor’s degree in Commerce, and holds the CERTIFIED FINANCIAL PLANNER® designation.

Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.