Rob Broad

Mr. Robert J.
Broad, CFA, is a Senior Private Wealth Advisor & Portfolio Manager at CWB Private Investment Counsel Ltd.
He began working with clients at T.E.
Wealth in 1997, and is a member of the firm’s Investment Committee.
Having helped clients manage their investments through several market and economic cycles, he puts the lessons learned through time and experience to work for their benefit.
Mr. Broad began his career with Royal Trust, working with their high-net-worth clients.
He received his his degree in Economics from Wilfrid Laurier University.
He pursued professional accreditation in investment management, attaining the Certified Investment Manager designation and becoming a Chartered Financial Analyst charter holder.