As well as being a graduate of the University of Western Ontario, I hold the Certified Financial Planning designation and continually pursue industry educational courses. With over 20 years of providing personal financial advice, I’ve become an expert in understanding the dynamics of your investing needs. I provide individual & corporate clients with customized investment management solutions, tailored to a limited client base; thus ensuring an outstanding level of service. I have also developed a team of fellow professionals in the banking, tax and estate planning fields to assist you in achieving your financial goals. I have been featured on television’s “Eye On Toronto”, as well as being a past regular contributor to the “Personal Financial Advisor” newsletter series. I have been invited to speak to professional organizations such as the Ontario Bar Association and for corporate educational sessions. I’ve recently moved my office from downtown Toronto to Aurora where I reside with my wife Carolyn and my two children.
Insurance products available through Robert DeMelo.