Director, Investment Counsel Services
Downloadable biography (PDF)
Robert joined Manulife Private Wealth in March 2012 as the organization’s Head of Operations and was responsible for setting up Manulife Private Wealth’s investment systems and operations. Currently, he oversees product and investment counsel services including portfolio administration, trading, reporting and systems. Robert believes that operational efficiency is key to Manulife Private Wealth’s client experience and is committed to ensure that as an organization, we continue to be ever-evolving. Robert also sits on the Manulife Private Wealth Investment Committee.
Robert has approximately fifteen years of experience in financial services, with over twelve years working with high net worth clients. He began his career working for a software developer before entering the financial industry as a licensed mutual fund and insurance advisor. He was then hired by one of Canada’s largest investment fund companies as part of a project team to transform the operations of an acquired wealth management firm. This would eventually lead to his leadership of the Investment Policy and Private Client operations teams. Robert has a strong track record of building managed products, enhancing wealth management systems and creating leading edge platforms.
Robert enjoys being active and likes to run, kayak and golf. He also enjoys travelling with his wife and host dinner parties with his family and friends.
Manulife Private Wealth offers comprehensive wealth management solutions to clients with unique personal and financial goals.