Bob has worked in financial services for 35 years, including the last 20 years with Assante Wealth Management where he was the Chief Operating Officer. After a successful career he decided to retire from Assante in May 2020.
In December of 2020, after enjoying the summer with his family, Bob joined the Agora Dealer Services team as SVP, Business Development. Bob has extensive experience in all aspects of wealth management and retail banking but especially enjoys working with advisors and helping them adopt best practices and build sustainable businesses.
Bob’s efforts at Agora will be focused primarily in Ontario on educating advisors on Agora’s capabilities and integrating Agora’s market-leading technology and services into advisors’ businesses who choose to do business with Agora. In addition, Bob will be helping to build and grow Agora through service and support of our existing dealer partners and adding new dealers to the Agora family. Bob holds a Business, Finance & Accounting degree from Fleming College.