Bob Cawston Email & Phone Number

Coming from a family that helped pioneer the mutual fund business in Canada, it only made sense for me to pursue a career in the business of money management. Over the past 30 years, I have experienced almost every side of the mutual fund business. I have served the retail investor’s needs as Vice President and owner of a Canada-wide financial group, and Principal of a downtown Toronto investment boutique and investment counsel firm, working in the capacities of Dealer, President, Branch Manager, Compliance Officer and Investment Advisor to private clients throughout. During this time, I was instrumental in the promotion of low-cost mutual fund transactions, being one of the first to advertise low-fee and, eventually, no-fee brokerage business to the retail investor in Ontario.Holding dual licenses for financial assets and insurance has helped our clients enjoy the benefits of risk management asset protection and independent advice across the spectrum of services available. Forging strong personal ties with managers with whom we conduct business has afforded us the luxury and unique ability to provide our clients with a first hand perspective on matters relevant to their long term economic wellbeing.Our experience and valuable feedback from clients have shaped the way we address client needs, unlike our peers. We provide stewardship that is rooted in probity, independent in nature, success based rather than transaction based, and with a manner of protecting and growing client assets.

Listed skills include Investments and Wealth Management.