Rob started investing to put himself through university, and has continued ever since. Over the past 30 years he has invested in almost every aspect of the financial industry. His first investment in the Exempt or Private Market space was in 2009, and it has since become his main focus. He has grown along with the private industry as it has evolved and outpaced the public markets.
Rob believes in being a lifetime learner and has continued to educate himself in the financial industry. This started formally with the Exempt Market Products Course in 2012, and he has just recently completed his Chartered Investment Manager designation through the Canadian Securities Institute.
As an investor first, Rob decided to join Pinnacle Wealth Brokers so as to be able to share his knowledge and the incredible opportunities that exist in this space, with other investors. He believes and invests personally in the unique and diversified product offerings that Pinnacle provides. These investment opportunities have surpassed the rigorous in-house research and due diligence processes that makes Pinnacle a leader in this industry.
With a background in agriculture, specifically animal health and nutrition, Rob’s clients are mostly rural and spread across all four western provinces. He enjoys meeting people, learning from them and sharing experiences. He takes time to understand people’s investment needs and concerns, and creates diversified investment portfolios to suit their financial goals. Rob likes to say that he is living his dream - sharing what he has learned to help others grow and protect their wealth.
Rob is happily married to Lynn for over 20 years and they are very proud of their son Lane and daughter Metaya. Any spare time is consumed with family activities including music, theatre, traveling, and participating in numerous sports together. Rob’s most recent passion – a lifelong dream – is a 1953 Chevy pickup.