On Friday, June 5th 2015, Robert Roby was honored as a finalist at the Canadian Wealth Professional Awards.
The Canadian Wealth Professional Awards bring together industry leaders to celebrate excellence in the wealth management industry and is designed to recognize individuals and their teams for outstanding contributions to the field.
Robert Roby CDS, CPCA. Senior wealth advisor with IPC Securities Corporation was selected as a finalist in the challenging multi-advisor of the year category.
This category recognizes the standout business of an advisor demonstrating an outstanding commitment to clients beyond the traditional advisory.
The multi-advisor of the year award also recognizes the leading wealth management advisory offering a multi- advisory platform including products and services such as estate, tax, investment, insurance, succession planning and retirement planning advice.
Robert Roby CSA. CPCA and The Roby Team extend their sincerest thanks to their valued clients and the judging panel of Mr. Greg Pollock President and CEO of Advocis; Mr. Chris Polson President of the CFA Society; Ms. Ellen Bessner, partner, Babin Bessner spry LLP; and, Mr. Robbie Wildman, Financial Advisor and past President of Advocis.
17 June, 2015 Events Special Reports and Newsletters