The Roby Wealth Group

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Our mission is to create a lifetime of financial security for you and your loved ones, where passion, purpose and trust come together to foster enduring relationships.

Our vision is to become your voice of reason in an ever changing world of volatile financial markets, fraught with complexity, misinformation and special interest groups.

As your family CFO, I will partner with you to challenge, inspire, educate and implement unique wealth, tax, estate, insurance and financial solutions.

Are You Getting the Wool Pulled over your Eyes?

7 June, 2017

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets a... More »


17 May, 2017

On Saturday morning, April 1st, 2017, Robert Roby of Family Tree Wealth Management, IPC Securities Corporation presented Eric and ... More »

Contact Us Today For A Complimentary Second Opinion

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  • I have been with Bob for many many years. I have never wavered even during the down times. Bob always communicates with us to makes sure we were not stressing, taking away the worries during difficult financial times. Thank you Bob!

    - Sheryl Desjardins
  • Bob Roby has been our trusted financial advisor for almost 20 years. We have recommended Bob to family, friends and colleagues on many occasions; and we will continue to do so without hesitation.

    - Michael Kampman