Rob Abboud B. Econ, CFP® , CIM®, PFP

Rob Abboud, B. Econ, CFP® , CIM®, PFP
Portfolio Manager
Industrial Alliance Securities 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 division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Abboud and Mathieu Paradis for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. Robert Abboud and Mathieu Paradis can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . Wealth Strategies is a personal trade name of Robert Abboud and Mathieu Paradis.

                                              

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