Robert Roth

My Background

Robert has been an Investment Advisor/Portfolio Manager at BMO Nesbitt Burns for over 18 years. Robert is committed to building a solid, lasting relationship with clients and embraces a simple philosophy passed down by his stepfather, an advisor of over 35 years, “Buy great companies. Stay Diversified. Collect Dividends.”. Robert holds designations as Charted Investment Manager (CIM), is Options licensed and Insurance Licensed. Robert is affiliated with BMO Wealth partners that will ensure clients can access high level retirement planning, estate planning & business succession needs.

When he’s not in the office, Robert enjoys the outdoors, whether its spending time at Sylvan Lake wakeboarding, water-skiing, snowboarding, or vacationing with his wife and their two children.