Overview
Rob is a Wealth Advisor based in Victoria, B.C., with more than two decades of experience in financial services.
Prior to joining Nicola Wealth, Rob worked as an Investment Counsellor and Portfolio Manager with a major Canadian bank, where he provided tailored advice to high-net-worth individuals, trusts, and foundations. Earlier in his career, he spent nine years in commercial banking, advancing to a director role and advising a diverse portfolio of private and public sector clients.
Rob earned his Master of Business Administration from Simon Fraser University and holds the Chartered Investment Manager designation. He is also fully registered as a Portfolio Manager.
Beyond his professional work, Rob is active in the Victoria community, serving as a Board Director with the Victoria Foundation and as a member of its Investment Committee. Outside of the office, he enjoys exploring the outdoors and spending quality time with his family.
Professionals you can trust
Speak with a member of our Advisory Team to discuss your situation and learn how we can help.
Meet With Us