MBA, CFA, CPA, CMA
Address6 West Street North
Orillia, ON L3V 5B8
My BackgroundRobert joined BMO Nesbitt Burns in 2016 and brings with him over 15 years of wealth management and investment analysis experience. Roberts' previous roles include working at investment banks and brokerage houses, providing advice to institutional investors. Robert was previously employed as the Manager of North American Equities providing investment guidance to over 800 investment advisors and serving on an investment committee with more than $400 million in discretionary assets.
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