Robert joined Dalrymple Wealth Counsel of Raymond James Ltd. in August 2012 from the Raymond James Scotia Plaza branch. "I am always looking for ways to strengthen the working relationships I have built with clients over the past 20 years. My move to Dalrymple Wealth Counsel was made to ensure that the families I work with - the families that have entrusted me to manage their financial affairs - are in the best environment possible."
In partnering with a Portfolio Manager and a wealth counsel team within the framework of Raymond James, Robert's clients and their respective visions continue to be the prime focus. "We spend a lot of time finding out exactly what our clients' visions are." It is only after the client vision is clear and we have a firm understanding of their tolerance for risk that we will recommend a custom-tailored portfolio of stocks and bonds. "By putting the focus on our clients' visions, we build a strong partnership based upon mutual respect and trust."
Robert has been licensed and working in the financial services industry for the past 20 years, primarily on the retail transactional/commission side of the business. Prior to joining Raymond James, Robert worked at a large independent investment dealer as well as a bank-owned securities dealer. In his spare time Robert enjoys golfing, playing squash and tennis, and spending time outdoors. He is married and a proud father of three.