Dream Team

Your Dream Team

As one of the nation's most respected independent wealth management specialists, The Roby Team at Family Tree Wealth Management are highly experienced professionals who deliver exceptional, unique and exclusive products and services for clients aged 45 and above at a remarkable value.

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, We will partner with you to challenge, inspire, educate and implement unique wealth, tax, estate, insurance and financial solutions.


 

Robert RobyCFDS, CPCA

Senior Wealth Advisor

Bob has been licensed since 1987, helping clients achieve rewarding retirements and meaningful wealth. He has the ability to simplify and thus clarify complex financial issues. He believes that much l...
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Diane Roby

Office Manager

Having worked for many years in the Federal government (perhaps too long), Diane was responsible for working closely with various Ministers, providing critical support to insure their offices were ope...
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Vanessa Roby

Administrative Assistant

Being the youngest on the team, Vanessa brings a youthful vitality and a willingness to take charge and take ownership of her responsibilities. Her responsibilities include most facets of client servi...
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Your Financial Retirement & Wealth Consultants

 

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

Rana Chauhan is the Chief Investment Strategist for Counsel Portfolio Services.
As Chief Investment Strategist, Rana maintains a close relationship with all of Counsel’s investment specialists, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping advisors understand how economic and market events impact their clients’ investments. Rana also provides research and development support to advisors. Acting as an institutional conduit to Counsel’s sub-advisors, he hosts due diligence sessions with advisors and selected investment specialists. As host of Counsel’s quarterly Market Monitor Audiocasts, Rana gets market perspectives from Counsel’s investment specialists, asking the questions that are on the minds of investors. Rana was instrumental in the creation of Counsel Portfolio Services. He was previously the Investment Strategist for Investment Planning Counsel Inc., prior to which he had spent two years as a Canadian Equity Analyst with a Municipal Pension Fund, and two years as an International Equity Analyst with a U.S. Bank. He has been involved in the investment industry since 1987. Rana is a member of Counsel’s Product and Investment Committees and a graduate of Medical Physics from University of London in England.
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 Financial Services

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 Geoff Taylor

Director, Portfolio Management & Head of Trading IPC Portfolio Services Inc.

As part of Robert Roby's financial team, Geoffrey Taylor works closely with our group
to implement the Private Wealth solution that fits your needs. Geoffrey Taylor assumed the role as Director of Portfolio Management and Head of Trading for IPC Private Wealth since July, 2016. Geoff has been involved with IPC Private Wealth since its launch in 2009, in various roles with the team. Most recently, Geoff was a member of the portfolio Construction team, working with Advisors to help them devise portfolio solutions for their clients. Geoff has over 20 years experience in the investment industry. Prior to assuming his role with IPC Private Wealth, he was with a national full service boutique investment dealer for number of years where he headed the portfolio advisory group and was responsible for helping advisors in their relationships with high value investors. Previously, Geoff was an Advisor as part of a high net worth investment team at a major bank-owned investment firm. Additionally, he has held other advisory, trading and investment banking positions with various large Canadian bank-owned securities dealers and investment counsel firms. Geoffrey is a CFA Charterholder and holds the Canadian Investment Manager (CIM) designation, along with numerous industry courses. Geoff has held the CFA designation since 2001 and the CIM designation since 1997. Geoff is registered with IIROC as a Portfolio Manager and as a Registered Representative.
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Wills, Powers of Attorney & Family Trusts

 

Michael Segal

Professional Corporation

www.mdsegal.ca

Michael Segal graduated from McGill University with a B. A. with honors in political science in 1971 and then Graduated from McGill University with LLB. in 1974 and was called to the Bar in Ontario in 1976. In the late 1970’s he taught a basic law course at Algonquin College and produced the booklet “Starting Your Own Business”.
He was one of the instructors for the commercial law section of the Bar Admissions Course for the Law Society of Upper Canada in Ottawa from 1998 2005. He has presented papers and lectured to different groups in different areas of business law, wills and estates. He is an active member of S.T.E.P., Society of Trust and Estate Practitioners (Canada) and is a past Chair of the Ottawa branch and of the national board of directors. He holds the designation of TEP.
Michael sat on the Board of Directors of the National Capital American Chamber of Commerce Chapter for a number of years. Michael received his Certified Specialist designation in Corporate and Commercial Law in October 2004 from the Law Society of Upper Canada and restricts his practice to corporate and commercial and tax and estate planning and related matters.
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Insurance Specialist

 

Betty-Anne Howard M.S.W., B.A.(Hons), CFP®, CLU, CHS

Certified Financial Planner

IPC Investment Corporation

After spending seventeen years working in the social & emotional health services field, Betty-Anne began her career assisting people with their financial health & well-being.
With her unique background in teaching & as a counsellor, educating her clients has become an integral part of how she conducts her business along with her desire to understand "the meaning behind the money".
Betty-Anne believes in the importance of understanding your relationship with money in order to move forward in a meaningful way to make your dreams a reality. In addition to the CFP® designation, Betty-Anne holds the Chartered Life Underwriter Designation (Advanced Estate, Tax & Business Planning) and the Certified Health Specialist Designation (Living Benefits Specialist). Contact Us
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Your Mortgage & Real Estate Consultants

 

Chad Southwell & Patty Southwell

Mortgage Specialists The Southwell Mortgage Team

www.southwellmortgages.com

We are Chad and Patty Southwell, an Ottawa based husband and wife mortgage broker team with over 25 years of combined experience. Top notch customer service is our first priority.
Our team offers one stop shopping to over 45 major lenders with a mortgage that is tailored to our customers' needs. We are flexible to our clients' schedules working days, evening and weekends.
Customers satisfaction is our first priority, that means we listen to your needs and carry out your vision. Our team offers the lowest rates possible and matches the customer to the bank.
We offer residential, construction, secondary and commercial financing.
Our business specializes in alternative financing for customers who do not fit the bank underwriting criteria. We work with our customers to assess their needs and secure affordable mortgage refinancing. Through coaching and guidance, we aim to restore each customer to a stronger financial position. Contact Us
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Lisa Bertrand & Martin Bertrand

Re/Max Hallmark Realty Group

www.bertrandrealestate.com

With over 25yrs of combined Real Estate Sales experience, a robust track record of satisfied clients, along with their non-pressure attitudes, Martin and Lisa have developed an exclusive business primarily of repeats and referral clients. “Clients for Life”
Martin and Lisa’s expertise is focused on two fronts:
1) Mandate for representation of Clients who want to sell their properties and buyers who wish to purchase properties.
2) Mentor Real Estate Investors: Having purchased and managed a portfolio of rental properties in Ottawa in the last twenty (20) years, Martin and Lisa have extensive knowledge in the analysis of operations, including purchase and sale of residential multi-family and commercial investment properties. First-time investors as well as experienced investors steadily rely on their professional opinion and services.
Martin was born and raised in Ottawa. Having graduated from University of Ottawa with a Bachelor of Arts, majoring in Psychology (1998) and a Bachelor of Social Sciences (1997), Martin then ventured into the banking industry where he found and developed his love of Real Estate Investing.
Lisa was born in Prince Edward County and relocated to Ottawa at a young age. Having graduated from University of Ottawa with a Bachelor in Social Sciences in 1999, Lisa then went on to work in the insurance industry where she developed an appreciation for sound customer service and listening to customers’ needs and wants.
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Your Life Care Consultants

 

Wayne Watson

www.waynewatsoncoach.com

Wayne Watson is a certified leadership coach as well as a Certified Neuro Linguistic Programming practitioner. Wayne was a member and commissioned officer of the RCMP for 31 years during which time he mentored and coached numerous members and employees all of which have gravitated to the executive levels of the RCMP and of the federal government.
His clientele is composed largely of executives, small business leaders and individuals looking to attain personal and professional goals. He has delivered presentations, workshops, authored blogs and articles on personal and executive leadership. Wayne is also the author of an ebook entitled “Dreams Fulfilled: Some Assembly Required” that is presently available on Amazon.ca. . Contact Us You can learn more about Wayne at www.waynewatsoncoach.com.
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Dr. Svetlana Bosiljcic-Stojanovic

At Ottawa Vein and Cosmetic Medical Clinic, Dr. Svetlana Bosiljcic-Stojanovic provides a range of anti-aging medical treatments and sclerotherapy, details of which you will find on the following pages.
Dr. Bosiljcic-Stojanovic is a Family Physician who has specialized in phlebology and anti aging medical treatments for a number of years, attending courses, congresses, seminars and workshops in Europe, Canada and U.S.A. which she continues to do on a regular basis. She is always in search of innovative techniques and approaches, to ensure she is always at the forefront of her field of practice. Dr. Bosiljcic-Stojanovic is a member of the Canadian Society of Phelbology, the Canadian Association of Aesthetic Medicine, the American Association of Aesthetic Medicine and Surgery, the American Academy of Aesthetic Medicine, the WOSIAM, and the Serbian Association of Anti-Aging Medicine (SAAAM). In October 2011, Dr. Bosiljcic-Stojanovic was elected Fellow of the Canadian Society of Phlebology in recognition of her outstanding achievement. Contact Us
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Supporting the communities within which we work

 

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

In 2016, IPC supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. In 2016, the project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took this journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

 

The OutCare Foundation
April 2016 – Present (3 months) Civil Rights and Social Action
We are proud to announce that we will be joining forces with other members of the community to support the needs of palliative patients, their families, caregivers and other health care specialists. Palliative care is woefully lacking in Ottawa and we will be identifying members of the community to give back to those most in need including specialized care for hospices and community based palliative care organizations. Click here for more information.

 

Table Captain
The Ottawa Hospital Presidents Breakfast
February 2016 – Present (5 months) Health

The money raised from this event, featuring many of Ottawa's leading business owners, senior executives, politicians and others, helps with the acquisition of leading research and technology to insure the citizens of Ottawa receive the best medical care possible. Click here for more information.

National Advisory Board Member
IPC Securities Corporation
September 2015 – Present) Economic Empowerment

Being selected as a member of the National Advisory Board for one of Canada's leading financial institutions, is an honor and a huge responsibility. The purpose of the board is to listen, implement and deliver leading edge services and innovative products to our advisors and clients.

Causes Robert cares about:

Animal Welfare

Arts and Culture

Children

Civil Rights and Social Action

Economic Empowerment

Education

Environment

Health

Human Rights

Disaster and Humanitarian Relief

Politics

Poverty Alleviation

Social Services