Rob Abboud B. Econ, CFP®, CIM®, PFP
Rob Abboud, B. Econ, CFP®, CIM®, PFP
Senior Portfolio Manager, iA Private Wealth
Insurance Advisor, Wealth Strategies Investments Inc.*
Rob began his career in the financial services in 1991, right out of university, with a great head of hair, he went straight to work at one of the big banks. After 5 soul sucking and hair reducing years at the bank, he decided enough was enough, it was important to do what was right for the client not just the bank. Also he wanted to create a fun and positive workplace. So in 1996, Rob founded Wealth Strategies, Investment and Financial Planning. One of the key tenants at Wealth Strategies was to do the opposite of his experience at the bank. So he made sure nobody at Wealth Strategies had any sales targets to hit. "Always do what is best for the client." Another key tenant, is that we treat clients as we would want to be treated and you have to eat your own cooking. With that in mind, everyone who works at Wealth Strategies invests in the same investments as their clients.
A pioneer in Life Goals Planning, Rob has been at the forefront of creating financial and life goals plans for Canadians, authoring one of the first books on the topic, No Regrets, A Common Sense Guide to Achieving and Affording Your Life Goals. Appearing frequently as a financial expert on Canada AM, CTV, Global TV, CBC Newsworld, CJOH and numerous newspaper and radio stations across Canada.
Rob deals primarily with households that have over $1,000,000 of investment assets.
Work/Life balance is very important to Rob. He loves to travel and spends his free time with his family. He does not intend on retiring as he loves what he does. However, to make sure he keeps enjoying work, he travels more each year and is off for most of the summer. But have no fear, someone from the team is always there to take care of clients and if need be contact Rob while he is off.
Education and designations:
- Chartered Investment Manager, CIM®
- CERTIFIED FINANCIAL PLANNER®, CFP®
- Personal Financial Planner, PFP
- Bachelor of Economics, University of Ottawa
Director, Private Client Group:
Only an elite group of advisors are awarded this designation, based on demonstrated sound business judgment, experience, and professional achievement.
