As the Managing Director of Horizon Partners, Rob’s main focus is helping clients understand their own financial situation, empowering them to achieve their financial and life goals and customizing their plans as those goals change and evolve. Financial literacy is something that Rob is very passionate about, and educating clients to understand their own financial situation as well as he does is at the forefront and main focus of his work. His philosophy is: “It’s not enough that I understand it, my goal is that you are empowered with enough knowledge to understand it yourself”. This can become difficult for a lot of clients, as the more wealth you have the more complicated the strategies can be. Over the past eighteen years, our goal has been to build the best service-oriented firm in Canada with outstanding client longevity. Rob is a Senior Investment Advisor with IA Private Wealth, a division of Industrial Alliance Securities Inc., and an Insurance Advisor with PPI Management Inc. Rob has received much recognition throughout his career, which stands as a testament to the work he puts forward and the value he places on long lasting client relationships.
Rob is married with two children. In the summer you can certainly find him on the golf course or out in the surrounding trails mountain biking. In the winter he enjoys skiing and hockey and any activity that involves the outdoors.
Note: Rob no longer services clients on the MFDA platform.