How I Help Our Clients
As a serial entrepreneur, I have founded and built companies in several industries including information technology and wealth management. A client focused culture and services that respond to the evolving needs of clients has been my core focus and business strategy.
My Credentials and Experience
I have been involved in wealth management and capital markets since 2006, building a capital markets group at Integral Wealth Securities and co-founding Echelon Wealth Partners, an IIROC registered firm managing $8 billion in client assets across 11 Canadian offices.
Rob lives in Toronto, with his wife and three children. He is an avid tennis player and competitive skier.