Robert Panes has been in the investment industry since 1979, when he joined a major Canadian firm after completing a degree in Economics at the University of Western Ontario.  He remained at that firm until November of 2005, when he joined GMP Private Client.

Rob believes that proper asset allocation is the most important step in the money management process.  This decision is made through a consultative process with the client which identifies the client’s risk tolerance, income requirements and long term financial goals.

Once the Asset Allocation is determined, Rob uses a disciplined stock selection process for buying and selling securities.  It is a process employed by some of Canada’s largest pension fund and institutional money managers, and helps to eliminate the emotional aspects of trading.  Fixed income securities are purchased with the help of GMP’s in house bond trading professionals.

Rob has completed all of the necessary courses required by the Canadian Securities Institute for full licensing.  He is also licensed as an Associate Portfolio Manager, which allows him to manage client portfolios on a discretionary basis.  Rob is also licensed by the Financial Services Commission of Ontario to sell Insurance products. 

Rob is licensed by the Financial Services Commission of Ontario allowing him to help clients understand and meet their Insurance needs.  In a consultative process, Rob works with his team of professionals at PPI to identify financial risks that clients have and mitigating those risks with the appropriate Insurance strategy.

Rob has been married to his wife Dana for 25 years, residing in Etobicoke where they are raising their two daughters.  He enjoys playing golf, and cottaging in North Bay, Ontario.