Rob Abboud B. Econ, CFP®, CIM®, PFP

Rob Abboud, B. Econ, CFP®, CIM®, PFP

Senior Portfolio Manager, iA Private Wealth

Insurance Advisor, Wealth Strategies Investments Inc.*

Rob began his career in the financial services in 1991, right out of university, with a great head of hair, he went straight to work at one of the big banks. After 5 soul sucking and hair reducing years at the bank, he decided enough was enough, it was important to do what was right for the client not just the bank.  Also he wanted to create a fun and positive workplace.  So in 1996, Rob founded Wealth Strategies, Investment and Financial Planning. One of the key tenants at Wealth Strategies was to do the opposite of his experience at the bank.  So he made sure nobody at Wealth Strategies had any sales targets to hit.  "Always do what is best for the client." Another key tenant, is that we treat clients as we would want to be treated and you have to eat your own cooking. With that in mind, everyone who works at Wealth Strategies invests in the same investments as their clients. 

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

Work/Life balance is very important to Rob. He loves to travel and spends his free time with his family.  He does not intend on retiring as he loves what he does.  However, to make sure he keeps enjoying work, he travels more each year and is off for most of the summer. But have no fear,  someone from the team is always there to take care of clients and if need be contact Rob while he is off.


Education and designations:

  • Chartered Investment Manager, CIM®
  • 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.

Contact Rob




iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where they are registered.

*Insurance products and services are offered through Wealth Strategies Investments Inc, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.



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