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Rob Broad
Investment Committee Member at CWB Private Investment Counsel Ltd.
Profile
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.
Rob Broad active positions
Companies | Position | Start |
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CWB Private Investment Counsel Ltd.
![]() CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Investment Committee Member | 1996-12-31 |
Training of Rob Broad
Wilfrid Laurier University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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CWB Private Investment Counsel Ltd.
![]() CWB Private Investment Counsel Ltd. Investment ManagersFinance CWB Private Investment Counsel Ltd. (CWB Private) is an asset management firm headquartered in Toronto, Canada. Formerly known as IA Investment Counsel, Inc., the firm was founded in 1972 and is a subsidiary of Canadian Western Bank (TSE: CWB). CWB Private provides wealth management services to high-net worth Canadian families. | Finance |
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