Client Testimonials

"Bob Roby has been our trusted financial advisor and close friend for almost 20 years. Through good times and bad, his common sense, extensive knowledge, and caring approach have helped us to stay ahead of market fluctuations and maintain confidence that we could meet our short and long-term goals. Bob's belief in quality investments growing over time has been a strong anchor for our financial prosperity, while his willingness to adapt to opportunities has allowed us to take advantage of new developments as they appeared. We have recommended Bob to family, friends and colleagues on many occasions; and we will continue to do so without hesitation." - Michael Kampman

"What we appreciate the most about working with Robert has less to do about investing and making money, but his unique ability to get into the heart and soul of who we are as people not simply investors.

Since working with Robert, he has provided the spark for our family to re-connect on many levels and might I is grand! As Robert says.." It's not about the money, but what you do with the money you have. I am planning a parachute jump with my sons this summer. Did I say I was 74 years young! Thanks Robert for giving our lives more meaning." - Lieutenant-Colonel William Porter (ret) OMM CD & Toni Porter the real "General" of the family.

"I have been with Bob for many many years. I have never wavered even during the down times. Recently I lost my husband and Bob helped me through every difficult moment; wills, funeral, investments and of course financial planning. When the news was rocky, Bob always communicated with us to make sure we were not stressing, taking away the worries during difficult financial times. Through my husbands battle with cancer, Bob often called to see how things were, sent flowers to me to keep my spirits up, giving my husband the confidence that I was I good hands. Bob is always a professional, always a friend! Thank you Bob!!!" - Sheryl Desjardins

Contact Us For
A Second Opinion

Contact Us For A Complimentary Second Opinion

Contact us today!

We will make you feel right at home.
Ottawa: 343-291-1060
Toll Free:  1-877-212-5055
Click to call