Robert, founder of the Bryan Wealth Management Group (TM), is a highly qualified Investment Advisor & Branch Manager who has been advising high net worth clients for over two decades. 

After receiving his Honours Bachelor of Business Administration, Robert accepted a position with the country's largest mutual fund company.  In 1991, Robert was recruited by Richardson Greenshields, which merged with RBC Dominion Securities,  Canada's largest full-service investment firm, in 1996.  In addition to his Honours Finance degree from Wilfrid Laurier University, Rob has received his Certified Investment Manager (CIM) designation and has been named a Fellow of the Canadian Securities Instititue, the most prestigious and respected designation in the financial services industry. He also holds the Financial Management Advisor (FMA) designation, options license and a Level II Insurance license.

Robert has recently been awarded the designation of Associate Portfolio Manager after completing rigorous advanced portfolio management exams and after meeting industry regulatory requirements including the FMA and CIM.  Robert's clients can delegate day-to-day investment decisions to him through discretionary portfolio management in the Private Investment Management (PIM) program.

Robert co-ordinates all financial matters for his clients.  He advises high net worth clients and institutions on investment, tax and estate issues, carefully and creatively building portfolios from a combination of brokerage, insurance, bank, proprietary and specialized financial products.  His investment strategy allows clients to optimize returns while minimizing risk, all the while, minimizing tax consequences.

As one of RBC Dominion Securities' top Investment Advisors nationwide, Robert has a reputation for a conservative, yet proven investment approach.  His clients appreciate his extensive knowledge and trustworthiness and know they can turn to him for a confident and independent voice in the financial services marketplace.

Out of the office, Robert takes an active role in his community.  He is a past member of the Rotary Club, Board of Directors for Big Brothers, Director of the Chamber of Commerce, the Stratford General Hospital Planned Giving commitee and The Quilt Project committee. He coaches minor sports locally for Stratford Minor Hockey, Stratford Youth Soccer and Stratford Minor Baseball.


For a copy of Rob's brochure, please click on the image:

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