Rob Abboud B. Econ, CFP® , CIM®, PFP

Rob Abboud, B. Econ, CFP® , CIM®, PFP
Senior Investment Advisor, Director, Private Client Group
Scotia Capital Inc.

Rob Abboud is the founder of Wealth Strategies, Investment and Financial Planning. He has worked in the financial services industry since 1991 and has a Bachelor of Economics from the University of Ottawa.

A pioneer in Life Goals Planning, Rob has been at the forefront of creating financial and life goals plans for Canadians, authoring one of the first books on the topic, No Regrets, A Common Sense Guide to Achieving and Affording Your Life Goals. Appearing frequently as a financial expert on Canada AM, CTV, Global TV, CBC Newsworld, CJOH and numerous newspaper and radio stations across Canada, Rob is a seasoned veteran of the financial services industry.

Rob deals primarily with households that have over $1,000,000 of investment assets.

A recipient of the Ottawa Business Journal's prestigious Forty under 40 award and the Queens Golden Jubilee Commemorative Medal, Rob has always been an active member of his local community. Balance is very important to Rob. He loves to travel and spends his free time with his wife Brigitte and his children Jeremy and Valerie.

Education and designations:

  • Chartered Investment Manager, CIM®
  • Certified Financial Planner, CFP®
  • Personal Financial Planner, PFP
  • Bachelor of Economics, University of Ottawa

Director, Private Client Group:

Only an elite group of advisors are awarded this designation, based on demonstrated sound business judgment, experience, and professional achievement.

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HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection

Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through HollisWealth, a division of Scotia Capital Inc.

Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™Trademark of the Bank of Nova Scotia, used under license.

Wealth Strategies is a personal trade name of Robert Abboud and Mathieu paradis

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the

advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

This article was prepared solely by Robert Abboud and/or Mathieu Paradis who is a registered representative of HollisWealthTM (a division of Scotia Capital Inc., a member of the Canadian

Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of

Robert Abboud and/or Mathieu Paradis alone and not those of HollisWealth.

                                              

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