Our Process

My Story

Robert F. Roby
CFDS, CPCA
Senior Wealth Advisor
Celebrating 28 Years

 

Wealth Professional - Robert RobyRobert Roby is like no other advisor. He rejects the notion that wealth is created by stock trading and short-term thinking, both, which serves the best interests of big banks and Wall Street executives.

Robert, challenges the status quo, advocates for his clients and challenges the media, whose propensity to create fear among investors with their salacious headlines, is counterproductive to the creation of meaningful wealth.

As a business man, Robert can best be described as his clients CFO. His years of experience in creating and preserving wealth, delivering on his promises, honesty and transparency are steeped in history.

Robert, acknowledges that no one person can possibly fulfill all of the needs that savvy investors demand, regardless of education, recognitions and experience.

Therefore, over the years, he has assembled like-minded specialists in the fields of retirement, taxation, estate, insurance and conservative wealth creation.

Robert has received numerous industry recognition's which he appreciates, however, the greatest recognition comes from his clients who stay with Robert because of his deep commitment and passion in delivering excellent retirement and financial solutions, unique to his.

When he’s not working, he enjoys reading, writing, family travel and the company of his two precious grandchildren, Cameron and Mia. Robert has been married to Diane for 35 years and has two beautiful daughters, Khrystal and Vanessa. His short-term goal is to complete writing and publishing his book on the world of investing in 2016.

 

Recognitions

2015 WP Finalist – Canadian Multi-Advisor

2016 WP - Industry Icon

2016 WP - Top 50 Advisors in Canada

2008 Orleans People’s Choice Professional Advisor of the Year

2005 Presented Dalbar Professional Seal for Service Excellence

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