17 May, 2017

On Saturday morning, April 1st, 2017, Robert Roby of Family Tree Wealth Management, IPC Securities Corporation presented Eric and Geri Cosgrove, Royal LePage Performance Realty Ltd., and Chad and Patty Southwell, Southwell Mortgages to our workshop a... Read More

Finalist for the 2017 Wealth Professional Awards

10 April, 2017

We are pleased to inform you that after months of nominations, you are a Finalist for the 2017 Wealth Professional Awards, brought to you by Invesco and presented to you by Wealth Professional Magazine.... Read More

Black Tie Bingo Fundraising Event

14 November, 2016

Robert, Diane and Vanessa Roby, with friends Sue Wong, Brian Lee and Bonnie Bowie

November 14, 2016 – Over 330 elegant bingo players gathered for the annual Black Tie Bingo! Fundraiser last Saturday. The third edition of this event was a huge success raising an impressive $63,000 for the Eldercare Foundation of Ottawa and the OutC... Read More

Will it be Hillary or Donald?

3 November, 2016

Will it be Hillary or Donald? What an election campaign! Or should I say, what a run-away train! With only a few days left until the big day, who will win?... Read More

US Elections and Markets 2016

21 October, 2016

History shows an interesting relationship between market volatility and Presidential campaigns... Read More

Black Tie Bingo: Reserve Your Tickets Today!

19 October, 2016

This year’s Black Tie Bingo will take place at the Ottawa Conference and Event Centre.... Read More

Two Princes and the Law of Intestacy

2 May, 2016

Famed musician Prince died recently and tragically. Apparently he also died intestate, that is, without a will. It’s my guess that a lot of lawyers in Minnesota are going to be making a lot of money for the next few years.  Why? Well, the law of Minnesota...... Read More

Year in review: Global Edition

12 January, 2016

Events in three countries – China, Greece and the U.S. – drove markets in 2015.  If you followed the news in 2015, you know that there were volatile times for investors. A year of ups and downs has made it abundantly clear that global events affect Canadian...... Read More

Robert Roby, Honored at the Canadian Wealth Professional Gala Awards

16 June, 2015

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...... Read More

The Roby Retirement and Wealth Management Team welcomes you!

24 April, 2015

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...... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.