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Bob has 26 years of experience in the financial services industry. Before joining ScotiaMcLeod, Bob held a senior management position with a trust company that managed individual portfolios for the wealthy. His expertise includes Estate and Financial Planning. Bob strongly believes in supporting community societies and charities. He has served as treasurer for the Queen Alexandra Centre for Children and currently sits on the board of the Family Caregivers Society. Bob is married to author Katherine Gibson.
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Investment Philosophy and Process
We take a long term approach to investing and protection from risk. We work with you to create a policy statement that ensures that we both have a clear understanding of your objectives and what's most important to you. Our strategy guides your investment mix and ongoing investment decisions.
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Service Approach
Our business is built upon outstanding client service. We are committed to providing you with regular newsletters that will cover topics of interest. Regular review of your financial position and changing needs is critical to your success. We are here when you need us - helping take care of your business.
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Trusted Advice
I provide my clients with proven industry-leading expertise and the personalized solutions to help make their financial goals a reality.
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
1803 Douglas Street, Suite 400
Victoria BC V8T 5C3
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Additional Team Members:
Denise Gardner
Administrative Associate
(250) 389-2127
denise_gardner@scotiamcleod.com
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