613-841-8550 info@wealthstrategies.com
Wealth Strategies
iA Private Wealth

Our Team

Rob Abboud, B. Econ, CFP®, CIM®, PFP

Senior Portfolio Manager, iA Private Wealth
Insurance Advisor, Wealth Strategies Investments Inc.*

Robert Abboud

I began my career in financial services in 1991, right out of university, with a great head of hair. I went straight to work at one of the big banks. After 5 soul-sucking and hair thinning years at the bank, I decided enough was enough, it was important to do what was right for the client, not just the bank. Also I wanted to create a fun and positive workplace. So in 1996, I founded Wealth Strategies, Investment and Financial Planning. One of the key tenants at Wealth Strategies was to do the opposite of my experience at the bank. So I 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 we must always be aligned with clients interests. With that in mind, everyone who works at Wealth Strategies invests in the same investments as our clients.

As a pioneer in Life Goals Planning, I have been active in shaping financial and life goals plans for Canadians. I authored one of the first books on the topic, “No Regrets, A Common Sense Guide to Achieving and Affording Your Life Goals,” and have frequently appeared as a financial expert on various Canadian media platforms.

I believe in striking a balance between work and life. Travel and family time are my personal passions, and though I have no plans to retire – I love what I do too much – I make time to recharge by traveling each year, especially during the summer. But don’t worry, our dedicated team at Wealth Strategies is always available to take care of your needs, even when I’m away.

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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 Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.