Bob was educated in Toronto and London and holds an Economics (Hons) B.A. from the University of Western Ontario. His working life spans some 30 years and is rooted in the Canadian financial services sector.

He established Canada Trust’s Personal Trust Division in Ottawa in 1978, and held various personal trust and investment management positions prior to his appointment as Regional Assistant Vice President for fiduciary and banking operations in Eastern and Northern Ontario. Bob also spent 8 years in various senior financial management positions in London and Kitchener-Waterloo, latterly as Regional Vice President of Mid- Western Ontario prior to leaving Canada Trust 1995.

Bob returned to eastern Ontario to establish a wealth management and planning practice with BMO Nesbitt Burns. Today, he provides financial service and wealth planning solutions to personal, fiduciary, group and not for profit clients in eastern Ontario and various provinces across Canada.

For many years an active supporter of the charitable sector, Bob has served as a board member of the United Ways of London, Kitchener-Waterloo and Ottawa; the Community Foundations of Kitchener-Waterloo and Ottawa; the Kitchener-Waterloo Symphony; the Ottawa Hospital Foundation; Alma College, St. Thomas and Elmwood School, Ottawa.

He has been a frequent speaker on the topic of planned giving, an active member of the Canadian Association of Gift Planners  and is the immediate past Chair of the CAGP Ottawa Roundtable – the first professional advisor to hold this position in Ottawa.