The Roby Retirement and Wealth Management Team welcomes you!

Dear Clients, 

I am writing to you today to announce my resignation from Mandeville Private Client. I feel that the challenges remaining with the existing dealer, outweighs the benefits and inconveniences that meaningful change can bring. 

I have come to realize, that our teams goals and objectives simply do not align with those of Mandeville Private Client. As such, we wish them success as they grow their business over the years to come. 

With every "crisis" comes opportunity, and after looking at a number of options, we have decided to align ourselves with IPC Securities Corporation, a subsidiary of one of Canada’s most respected financial institutions, Power Corporation Inc. 

As you know, my commitment to you over the past two decades has been one of complete transparency, stability, and an unwavering passion for the benefits that independence provides to all parties. 

IPC Securities Corporation meets all of these requirements and more, providing the framework to control our destiny and ultimately our capacity to serve you for many years to come. Partnering with IPC Securities Corporation gives me the peace of mind that your investment and financial security is in excellent hands. 

In addition, I am very impressed with the commitment and history of senior management and their assurances that the balance of power and decision making processes, align with our clients best interests and those of my practice. 

What all of this means to you, my valued client, is the peace of mind in knowing that we are committed to serving you for many years to come in an environment that is professional and client centric. IPC's history of excellence provides us with an additional layer of security in knowing that their client stewardship is not a hope for the future but a reality steeped in history. 

Our new offices are located at 343 Preston Street on the 11th floor. This is the building with the Adobe sign overlooking the Queensway. In addition, Diane and Vanessa remain as your client services representatives, always eager to serve you in a professional and timely manner. 

The first step I recommend is that you visit & review our new website. You will notice that we now call ourselves The Roby Retirement and Wealth Management Team. This provides more clarity as to what we specialize in. Our new logo with the green Umbrella, symbolizes our commitment of providing security in wealth, retirement and estate planning during good and bad times. 

On behalf of The Roby Retirement and Wealth Management Team, I thank you for your understanding and your many years of patronage. I look forward to many more years of continued success, as we partner with you; to create a purposeful retirement for a life well lived. 

Respectfully, 

Robert (Bob) Roby, CFDS, CPCA
Senior Wealth Advisor 
IPC Securities Corporation