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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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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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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Your Financial Retirement & Wealth Consultants

 

Rana Chauhan

Chief Investment Strategist, Counsel Portfolio Services

IPC Investment Corporation

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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Omari Whyte

Regional Vice President, TCE Specialist

IPC Investment Corporation

Omari began his career in the summer of 2000 with CI Funds where he supported Advisors as the only member of 
the firm’s national inside sales team. After a seven year tenure, he moved on to a boutique firm that focused on the sales and marketing of retail structured and alternative investment products. Before joining IPC in 2008, Omari spent two years as a wholesaler for Dynamic Funds covering downtown brokerages. His wealth of experience allows him to effectively support Advisors position and grow their business in today’s markets. Omari holds a Bachelor of Commerce from McMaster University and he has his Canadian Investment Manager (CIM) designation.
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 Financial Services

 

 Geoff Taylor

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

IPC Investment Corporation

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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Your Tax & Estate Consultant

 

Denis Chaine

IPC Investment Corporation

Denis’ introduction to Logan Katz was a job interview with partners Dave Logan and Gary Katz. That was in 1994 and the confidence they each immediately felt in one another’s professional abilities and capacity to work well together continues to grow every day. It just works. And so does Denis, as any colleague and client will attest.
He is an exceptionally hard-working person – traits that combine positively with his intelligence, perceptiveness and affinity for clients and the many reasons they choose to engage Logan Katz. He continuously seeks opportunities to determine just how the firm can be more and bring more to clients.
Denis appreciates that clients entrust him to manage important aspects of their lives. He is a professional who cares about people and, whenever possible, brings added benefit to those he serves. He is attentive to what you tell him and to opportunities and incentives that might be available to you through effective tax planning. Over the years, Denis has developed a unique expertise in the area of taxation of and benefits for individuals with disabilities and their families.
Denis is President of Le Regroupement des gens d’affaires de la capitale nationale and a former member of United Way Ottawa’s community services cabinet. He will be pleased to serve you in either of the two official languages.
Denis is almost as busy in his personal life as he is in his professional life. In addition to spending time with his wife and keeping up with their three children, he enjoys playing tennis and socializing with close friends. Contact Us
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Your Tax & Estate Consultant 

 

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

IPC Investment Corporation

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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Eric Cosgrove BA SRES®, Geri Cosgrove BA Realtor®

Royal LePage Performance Realty Ltd.

www.callthecosgroves.com

IPC Investment Corporation

Eric and Geri Cosgrove have distinguished themselves in serving the real estate needs of Ottawa families, in the spirit of excellence, for over 20 years.
They have consistently earned the respect of families through the way they have smoothly orchestrated large and small transactions - from the purchase of that first home or investment property - to serving the special housing needs of empty-nesters.
They received recognition for their innovative team approach to serving boomers and their parents as finalists for the Professional Service of the Year Award by the Ottawa Chamber of Commerce. Each member of their trusted circle of service professionals provides mutual support to ensure the best of service to their clients. They embrace a careful, consultative approach and take the long view - offering one-stop-shopping to seniors who intend to either age in place, or to move on.
Making a move can be tumultuous at the best of times. The Cosgroves bring a rich experience and expertise to helping clients make a move under sometimes difficult circumstances. When that move is triggered by illness or the loss of a loved one, sincere empathy and resourcefulness are called for; values the Cosgroves consistently bring to the table. The scope of their services answer the needs of families directly, and indirectly through caregivers, powers of attorney, lawyers, financial planners and executors, when the need arises. Contact Us
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Your Life Care Consultants

 

Wayne Watson

www.waynewatsoncoach.com

IPC Investment Corporation

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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Julia Enriquez

www.astrodesigncentre.com

IPC Investment Corporation

Julia Enriquez is an award winning (NKBA & GOHBA) Interior Designer with many years experience in kitchen and bathroom design in residential and commercial settings in Ottawa and Denver. Julia will explain what to expect during the design process and of course how to prepare for a renovation.
She will also help you get started by setting a budget. Is your renovation for re-sale or is it a long-term investment? What’s hot right now? Julia’s passion for interior design and on-going exploration of new design trends permit her to suggest insightful elements that you may not have even considered. She will describe how to make use of the most challenging spaces turning that project into a centerpiece that suits your style. A design professional, Julia will describe how she can tailor a client’s preferences from the countless options on the market down to the one based on your particular preference. Contact Us
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Dr. Svetlana Bosiljcic-Stojanovic

IPC Investment Corporation

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