Rob Edmonds, Pfp® Email & Phone Number

Ottawa, ON, CA

Greater Ottawa Metropolitan Area

Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions

Greater Ottawa Metropolitan Area

Working in partnership with banking centres to ensure clients receive the best financial planning and advice in the industry to ensure their goals become a reality.

Ottawa, Canada Area

Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use my knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals. Deepen existing relationships, and collaborate with others to ensure clients are connected to the right people.

Ottawa, Canada Area

As General Manager of Spark Angel Network, I work closely with all members of the local ecosystem and with our many partners outside the region. Collaboration with local businesses to develop strong community relationships, and broaden the outreach to touch future Spark Angel members is paramount.

• Maintaining records for funding initiatives and accountability
• Assist in the pre-screening process of finding early stage companies
• Organize and setup monthly investment meetings
• Process financial and accounting transactions
• Examine and analyze accounting and financial records
• Monitor and reconcile various accounts, statements, and reports

Markham ON

• Facilitate the correspondence between key stakeholders, entrepreneurs and industry partners;
• Conduct pre-screen interviews with prospective start-up companies;
• Manage deal intake and fee processing;
• Coordinate & schedule multiple meetings and events per month
• Maintain record keeping for monthly, semi-monthly, and quarterly reporting;
• Manage company website & social media accounts, monthly e-Newsletters, and press-releases;

Prepare and present lecture and tutorial sessions to studentsTutor and mentor studentsEvaluate student performance and provide feedback