Our Story

THE COMPANY WE KEEP

STRENGTH · STABILITY · INDEPENDENT THINKING

At Family Tree Wealth Management, we are guided by the experience and knowledge of professional wealth managers, retirement planners, tax specialists, estate and insurance planners along with lifestyle consultants.

Led by Robert F. Roby CFDA, CPCA and his award winning team, they have been recognized many times for their excellent guidance, uncompromising service, reliability and remarkable value.

Our business model is one where we are not shackled by corporate needs or products, but a model that recognizes that investors are best served by having the availability of sophisticated private wealth products, stocks, bonds and an array of banking products coupled with uncompromising service and expertise.

We are proud to be associated with one of Canada’s most prominent financial companies, Power Corporation. The coupling of our independent fee based model with the safety and stability of the Power Financial Group, allows our clients to benefit from the strength and stability of our strong roots and family ties.

IGM Financial, one of the Power Financial Group’s subsidiaries, manage more than 24 Billion in investments for over 300,000 Canadians across the country. We never forget that it's our clients who drive us forward.

Our team is also committed to helping our community grow, by helping those who need the help the most. We are proactive thought leaders and are proud to support many causes including the Ottawa Hospital President’s Breakfast, United Way and the OutCare Foundation which advocates for improvements to palliative care and the Cancer Fund Raising Breakfast.