Rob Lyle Email & Phone Number

Ottawa, Canada Area

greenshaus inc. was founded in 2018 for the purpose of promoting innovative sustainable agricultural practices through the use of new greenhouse design and technology. Our company is dedicated to providing local growers with technically innovative, low carbon foot print, passive solar commercial greenhouses. They are designed and supplied by Ceres Greenhouse Solutions, a world leader in passive solar greenhouse design and technology.

Investment Portfolio Management.

Ottawa

It was my privilege to work with a wonderful group of investment professionals, private bankers, and trust staff. A summary of the role:• Lead and Manage the Eastern Ontario Investment Management staff of twelve• Provide discretionary investment services to private clients,foundations and trusts• OSC registered Advising Representative• Additional branch management responsibilities included: - Budgeting - Profitability - Sales Coaching - Compliance - Business Acceptance - Complaint Resolution - Performance Reviews - Strategic Planning

Hamilton

The move from Ottawa to Hamilton was an exciting and rewarding experience. My family and I learned to deal with change, a new town and made many new friends. The Hamilton-Niagara region is a great place to live and raise a family. Wine’s good too.• Established Hamilton Branch • Provide discretionary investment services to private clients, foundations and trusts• Developed business in partnership with two highly qualified sales executives• OSC registered Senior Counseling Officer

Ottawa

Working at a brokerage firm in the mid nineties provided a unique insight into the world of retail investment securities. It is a must have experience for anyone who manages money for clients.• Provide investment advise and sell securities• Proactively manage client relationships• Develop a client base• OSC registered Registered Representative

Ottawa

The Canada Trust Company was an exciting place to work and a forward thinking company. They introduced a revolutionary new private wealth model while I was there and branded it, The Summit. A prelude to the private client service model it included investment management, private banking, trust, and travel services in the same location. A grand piano sat in the lobby.• Lead relationship manager for a book of discretionary investment management clients• Co-ordinated a team of investment, tax and administrative staff in support of a large client base

Ottawa

Many modern concepts for managing personal wealth find their roots in the trust industry. Preserving and growing capital, collecting income, managing wealth and passing it along to future generations forms a major part of wealth management today. Experience gained working as a Trust Officer provided a strong foundation for my work as a wealth manager.• Acted as corporate executor and trustee• Settled immediately distributable estates• Managed ongoing estates• Provided trust advice and support to beneficiaries and their families