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.

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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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