Bob focuses on Family Clarity.
He helps families build the confidence to confront problems that are usually avoided because a solution seems impossible. Bob is able to uncover the possibilities of a solution. For thirty years, he has supported Canada’s leading business families in resolving challenges. The confidence he offers clients is based on evidence — a track record of removing barriers to a family’s success. He has a special understanding of how owning a business affects family relationships.
Bob is a graduate of the Institute for Preparing Heirs at Pepperdine University in California, holds a Certificate in Family Business Advising (CFBA) and a Certificate in Family Wealth Advising (CFWA) both from the Family Firm Institute in Boston, and is as a member of the Conference for Advanced Life Underwriting (CALU). He also holds a Bachelor of Economics from McMaster University. Bob and his wife, Shelley, have three children and live in Oakville.