455 Avenue Road, Suite 100, Toronto, Ontario, M4V 2J2
Tel: (416) 966-9675 Fax: (416) 966-9677
After graduation from Dalhousie University, Rob made the decision to join his father’s firm, First York Insurance, to become a financial advisor to business owners and professionals. His primary focus is the tax effective use of life insurance to create liquidity and stability in the estate planning process that most successful families will do in their lifetimes.
As his career has evolved since that time, he has earned the trust, and the business, of many successful business owners and their families. The CLU designation is a symbol of his professional approach to advising his clients and his commitment to “non solis nobis”, - not for ourselves alone.
Rob enjoys family time with his wife Kelly and their three children Maya, Griffin and D’Arcy. He is involved in their sports leagues, the Leaside community, as well as charitable work with the Douglas Wright Foundation, which he co founded following the death of a close friend to Melanoma.
Rob’s most interesting work includes advising business owners and families in business on the intricacies of estate planning that make effective use of estate freezes, trusts and intergenerational rollovers of the family business.