Robin Swinton, Cfa, Cfp Email & Phone Number

I bring over 15 years of experience to my role as an Investment Counsellor, including a over decade with RBC PH&N Investment Counsel providing discretionary investment management services to high-net-worth clients, including families, business owners and executives. Working with a limited number of clients, I am able to gain a deep understanding of their personal goals and aspirations in order to tailor wealth management strategies unique to their financial needs. Guided by a fiduciary duty, a consistent firm-led investment approach and a focus on risk management, I provide clients customized wealth management solutions that strike the appropriate balance between wealth preservation and asset growth. I aim to complement all aspects of clients’ financial lives by providing both comprehensive wealth planning and effective communication. Backed by Canada’s largest financial institution, the Royal Bank of Canada, RBC Phillips, Hager & North Investment Counsel provides a boutique investment firm experience tailored exclusively to affluent clients. They are attracted to our clear investment philosophy, strong set of values based on a conservative investment approach, superior client service and an adherence to the highest standards of professional integrity. We always put clients’ interests first. I hold both the Chartered Financial Analyst (CFA) and Certified Financial Planning (CFP) designations. A lifelong resident of Calgary, I completed my Bachelor of Commerce degree from the University of Calgary’s Haskayne School of Business. Active in many sports including golf, hockey, and squash, my passion lies in cycling and running, through which, I also participate and volunteer in charity events. I am married with three daughters and enjoy spending time at my family’s cattle ranch south of Calgary.

Listed skills include Wealth Management, Investments, Portfolio Management, Wealth, and 12 others.