Our clients come from all walks of life and we are privileged to serve them. They include investment professionals, senior partners at some of Canada's top law firms, medical practitioners, chartered accountants, IT professionals, entertainers, corporate executives, entrepreneurs and small business owners. They range in age from their early twenties to their late nineties. In many instances, we have the honour of serving several generations of families.
Many of our clients are now enjoying the fruits of their labour in a comfortable retirement. Some of these retirees have moved to other provinces or American states and we are pleased to continue to serve them in their new surroundings.
Our practice has grown over the years because our clients consistently recommend us to their families and friends. We do not advertise and thus, we grow solely by the generous word of mouth of our clients.
Certified Financial Planner, Investment Advisor, Manulife Securities Incorporated. Independent Life Insurance Representative.
Marketing Assistant, Manulife Securities Incorporated.
Robert was born and raised in Montreal. He graduated from Concordia University in 1990 with a B.A., Communications & Journalism and began his career in financial services as an agent for North American Life in September of that year.
In 1994, he moved his practice to Toronto and joined Manulife when the company merged with North American Life in 1996. In 1995, Robert entered the Schulich School of Business at York University, from which he graduated with an MBA, Specialization in Finance & Financial Services, in 1998.
Over the years, Robert has obtained the Certified Financial Planner (CFP) and has sat on investment industry and insurance industry advisory boards.
Married to Denise and father to Emily & Adam, Robert is an avid runner, a voracious reader and a proud season-ticket holder of the Montreal Canadiens.
While Teri only joined Path Financial Group in December 2016, her assimilation into the practice has been swift and she has brought an extra element of maturity and professionalism to our work.
With over twenty years of office management experience in the fashion industry, Teri's smooth transition into managing our administration has been seamless.
We firmly believe our clients are best-served by the combination of Robert’s portfolio construction experience and expertise and Teri's obsessive administrative attention to detail.