Robert graduated with a Bachelor of Arts in Economics from Concordia University.   He has been a licensed  Investment and Insurance advisor since oct 1994.   He earned the Chartered Investment Managers (CIM) designation in 2015.  Robert has been a trusted advisor for the past 28 years and has built a successful practice based on his dedication and commitment to the client success and service.  He takes care in understanding each of his client’s financial situations and objectives so he can provide the best investment solutions to help them reach their goals.  On a personal note, Robert has been married to Rhonda for 24 years.  They have two children, Matthew and Emma.  Matthew has recently graduated from the University of Ottawa and is currently working at CIBC Investors edge.  Emma is studying health sciences at Queen’s University.  Robert likes to keep active at the gym and playing golf with family and friends.  Rhonda and Robert have given their time and energy to rescuing dogs.  They currently have 2 rescues and continue to support the many organizations involved in dog rescue.  They have also been very involved with the Crohn’s and Colitis foundation and the Gastroenterology units of both the Montreal Children’s hospital and the Montreal General Hospital.  Hoping to find a cure for the disease.

Jim is a dedicated investment professional with extensive experience in securities operations. Jim has over 30 years of experience in various supervisory and administrative roles. Jim brings a strong work ethic and keen attention to detail and organization. Away from the office, Jim enjoys spending time with his family and is an avid sports fan.