Bob brings a broad array of experience and knowledge with his background in insurance, investing, marketing, financial planning, business management, and technology. He graduated from Durham College in 2010 with an advanced diploma in Marketing and Business Administration and following that worked as a marketing director for an IT company leveraging his experience in the technical services industry. After a few years he chose a new passion focused on finance because he wanted to help people, educate himself, build experience and knowledge about financial planning and wealth management. He started his journey in the financial services industry when he joined Sun Life Financial as an insurance and mutual funds licensed advisor.
Bob joined the team in 2015 after working at Sun Life Financial and quickly became an important team member with a broad and deep set of skills that have contributed greatly to our day to day operations, and the long-term growth of our office. He manages much of our overall marketing efforts, financial planning, insurance, operations, technical support, and acts as a supporting advisor for the team.
Eager to learn and build his skillset and experience, Bob is working towards his CERTIFIED FINANCIAL PLANNER® designation.
In his spare time, you will find Bob and his wife Monika enjoying their new baby daughter Hazel. They often go to the cottage together, spend time outdoors, bike riding, and walking. Bob also enjoys martial arts and tech gadgets.