Address10178 101 Street NW
Edmonton, AB T5J 0C11
My BackgroundWith almost 30 years of experience as an Investment Advisor at BMO Nesbitt Burns, Robert provides the Edmonton business community with strategies for succession, tax management, share structuring, holdco cash flow, and other complexities. He partners with BMO specialists to deliver a full value-added package of services, including trust and estate planning, financial planning, insurance solutions and more. Robert also collaborates with BMO Nesbitt Burns’ deal team, which will meet with ultra-high net worth clients to discuss venture capital opportunities. Robert joined BMO after spending a decade at the University of Alberta, where he earned a Bachelor of Science in Math, a Bachelor of Arts in Economics and a Bachelor of Commerce in Finance. In 2021, Robert teamed up with Kevin Algajer and Carmen Phillips to form the ABC Wealth Management Group, where he manages client assets through BMO Nesbitt Burns’ discretionary money management platforms to take advantage of the security selection skills of top pension managers. Robert’s personal life is devoted to his young son, who takes part in jiu jitsu, soccer and hockey activities. The two stay active by cycling together. They reside in a historic church that has been converted into a very large home. To support his community in a unique way, Robert often donates his house as a venue for charitable foundation fundraisers. Stollery Kids Hospital, Youth Employment and Skills Strategy (YESS), the Lung Association, Edmonton Fire Rescue Services, and other organizations have hosted gala events there.
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