Rob formed the Wyndham Group with the goal of fostering deep rooted, long-term relationships. Over the years, he has developed a disciplined investment process that helps clients grow and preserve their wealth. Drawing on his 20 plus years of experience, clients rely on Rob for a thoughtful perspective and innovative solutions to their financial and business concerns. The Wyndham investment process developed by Rob’s team has been featured in the Globe and Mail.
Following university, where he majored in mathematics, Rob started a business in the health care field. He grew this to over 100 employees and, after 18 years, sold the business in order to devote his full energy to his investment clients. Lessons learned from his prior business experiences are applied to the selection of the well managed portfolios which he invests in for his clients.
Within the community, Rob is a past president of the Rotary Club of Mississauga and a Paul Harris Fellow. As well, he was a board member for 20 years at The Ian Anderson House, a hospice for people with terminal cancer. Rob is also active in the Lorne Park neighbourhood, participating in local events and fundraisers. After receiving certification in New York State and Ontario, Rob has also had the great privilege of officiating several weddings.
Rob and his wife Kim have been married since 1994. They have two children, Jacob and Gavin. Both boys are at McGill University which prompts Kim and Rob to make regular visits to Montreal. In their free time, Rob and Kim spend summers at their family cottage in Muskoka and off-seasons searching for new, exotic hiking experiences.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.