Bob Sanders, CFP, CIM
As an Investment Counsellor, Bob Sanders provides portfolio management services and his experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, he determines an appropriate asset allocation to best meet their objectives. He also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’ investment plans continue to meet their needs.
He brings over 40 years of diverse financial services experience to his role at Assante Private Client. Prior to joining our team in 2005, Bob held senior positions with a number of Canadian financial institutions, including Canada Permanent Trust, First City Trust, B.C. Central Credit Union, MD Management and Phillips, Hager & North.
Bob has a Bachelor of Arts degree from the University of Manitoba, and he has earned the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
* With access to a wealth of tools and resources, Assante advisors and their clients are supported by the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP.
Bob's contact info