When Robert decided to begin a new career in the financial services field, he brought with him his strong analytical skills and a client-focused approach developed during his tenure in a leadership role with a major Canadian retail corporation.
Robert joined the team in 2006, and quickly became an integral member. Robert often works with younger clients and those in the accumulation phase of their financial life-cycle, and has helped to develop strategies that focus on providing benefits to these clients.
Robert enjoys working closely with clients to help develop and implement their wealth management strategies. In keeping with his belief in the importance of financial planning, Robert earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2009.
Clients enjoy working with Robert, and benefit from his combination of in-depth knowledge and sincere desire to help produce successful financial results.
Robert is looking forward to adding his skill set to the new expanded team at Watermark Stone Wealth, and continuing to deliver positive results to the clients with whom he has built positive relations.
Outside of the office, Bob enjoys playing recreational hockey, attending sporting events and spending time with close friends (especially if a BBQ dinner is involved). Bob is also quite handy and can keep busy with many DIY projects at home.