Robert capitalizes on more than 20 years of health science and e-health experience within Canada and the US to offer wealth creation strategies to clients. Recognized within Canada as a proven resource for funding strategies associated with small to mid-cap health science and biotech companies, Robert is well-connected and respected within the health science community.
Robert has been an Investment Advisor at Canaccord Genuity Wealth Management since 2009, and works closely with Jeff to provide high net worth clients with unique access to investment opportunities in the healthcare sector among others. Robert holds a degree in Economics from Bishops University. Outside of the office, he enjoys spending time his family, skiing, golfing, and on the water.
As an Investment Advisor with Canaccord Genuity Wealth Management in Toronto, Jeff draws on 13 years of wealth management experience to create and monitor financial roadmaps personalized to each client, including sophisticated investment and estate planning strategies.
Jeff is committed to objectivity and ingenuity. He believes strongly in the importance of investor education to cut through the noise and help people make the best financial decisions necessary to lead a richer life.
Jeff holds a Commerce & Finance degree from the University of Western Ontario. He is also insurance* and options licensed, and has completed the Professional Financial Planning course with the Canadian Securities Institute.
Jeff lives in Etobicoke with his partner, Brooke, and two young sons, Quinn & Owen. Outside of the office he enjoys pursuing many hobbies – golf, snowboarding, kitesurfing, hockey, photography and music. Most of all, he enjoys time spent with his family.
Investment Advisor Assistant
With over 20 years of experience in the investment industry, Donna has serviced clients with various needs. Ms. Tai has completed advanced courses with The Canadian Securities Institute after she graduated from The University of Western Ontario. She has obtained the former Canadian Investment Manager and the Financial Management Advisor designations.
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If you feel that we may be able to add value for you and your family, contact us today.