Rob Abboud B. Econ, CFP®, CIM®, PFP
Rob Abboud, B. Econ, CFP®, CIM®, PFP
Portfolio Manager, iA Private Wealth
Insurance Advisor, Wealth Strategies Investments 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.