Meet our team

Rob has been a member of the investment industry for more than 25 years and during this time has developed an exceptional ability to appreciate the needs of his clients. When Rob started his role in Wealth Management, he had one vision in mind; to make the financial world an easier place to understand. His goal is to maintain a team and network of professionals to ensure his clients can be looked after regardless of the complexity of their situation.

The more successful we become in life, the more complex our financial lives become. Whether you are strategizing on ways to sell your company, creating a tax efficient income from your portfolio, or developing your own philanthropic endowment, Rob and the team will work with you to find the appropriate solutions. 

Jerry’s mission is to advise you about every aspect of your financial wealth. His role in your financial success is to offer you the most well-researched and well-documented advice to help you make the right decisions. He focuses his energy and resources on providing you with objective well-researched information and wise counsel.

Jerry uses his industry certifications along with his extensive industry experience to create customized solutions for high-net-worth individuals. Jerry is highly committed to his clients needs and ensures the best client service, advice, and continuous performance.