THE TEAM
ROBERT SKEAT, CIM, FCSI
Vice President and Portfolio Manager
Robert (Bob) Skeat is a well respected, established financial advisor and Portfolio Manager. Achieving such status has allowed him entry into the Private Investment Management (P.I.M.) Group at RBC Dominion Securities, enabling him to offer his clientele discretionary wealth management in addition to all other available financial services.
Bob's approach to investing is not for everyone. He has developed an affluent clientele based on his knowledge, commitment and no nonsense approach. His clients understand that there is no long term success in chasing the hottest stock or manager; they appreciate the benefit of following a clear, concise investment strategy; they want to preserve their capital and earn a reasonable after-tax rate of return without a high level of risk and in return, they receive quality service, exceptional knowledge and no hidden costs.
At the forefront of each relationship is Bob's attention to the needs and objectives of each client. This is not just lip service. Bob's ability to nurture relationships built on trust and respect (in both his personal and professional life), has enabled him to develop a long lasting network of clients and friends, who are both satisfied and loyal.
With a full suite of investment products and planning services available, Bob will use his knowledge to create a plan that caters to each of life's stages. This will include the multi-faceted process of estate planning as necessary.
By coupling extensive needs analysis with proven portfolio management techniques, Bob helps his clients navigate through the ups and downs of the business cycle. He pays special attention to global economic, social and political trends in order to identify which themes may be prevalent going forward. Once a theme has been identified, Bob will undertake an analysis of each relevant investment to determine that which is best suited to his clients.
Over the course of his career, Bob has completed his Life Insurance Level I and Level II qualifications, the Canadian Options course and the Canadian Investment Management course. He has earned the Fellow of the Canadian Securities Institute designation, and achieved exclusive Portfolio Manager Status.
Robert Skeat has also been appointed to the position of Vice President, RBC Dominion Securities Inc. Our Firm has a long and proud tradition of recognizing loyalty and superior business results among our Investment Advisors. This is a significant achievement that recognizes Bob’s commitment and dedication to you and the firm over the years and the years to come.
Bob has also been a member of RBC Dominion Securities President's Club and is currently on the firm's Director's Council.
ANGEL TANG, CFP, CIM, FCSI - ASSOCIATE ADVISOR
Angel graduated from the University of Calgary with a Bachelor of Commerce Degree in Finance and Marketing. She joined RBC DS in 1999 and has been an Associate Advisor since 2004. Angel has earned the Canadian Investment Manager and the Fellow of the Canadian Securities Institute designations through the Canadian Securities Institute and is fully licensed as an Investment Advisor. She also holds the Certified Financial Planner designation.
Our team of Wealth Management Professionals
ARIEL C. GUIGUI, B.ADM, LL.B., TEP - WILL & ESTATE CONSULTANT
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC Dominion Securities, Ariel spent 5 years teaching Real Estate Law and Estate Law at Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
TED CHAN, CFP, FCSI - FINANCIAL PLANNER
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at fee-based financial planning companies servicing affluent clients ranging from corporate executives, small business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.
ANDREW SIPES, CFP, CLU - INSURANCE SPECIALIST
Andrew is an Economics graduate and a Certified Financial Planner (CFP). He began his career with a major Canadian insurance company and worked as a regional marketing specialist in Vancouver, Edmonton, Moncton and Toronto. Andrew’s focus is on providing tax and estate planning solutions for our clients through new innovative uses of insurance contracts.
To find out more about insurance solutions, please see our Insurance link.
"The only freedom money gives you
is the freedom of not worrying about money"
Johnny Carson
