Robert Chin

Background

About Robert Chin

Bachelor of Commerce from the John Molson School of Business at Concordia University, with a major in Finance and minor in Financial Accounting, my experience in the financial industry spans over a period of 15 years. In order to adapt to the increasing needs of my clientele, in addition to my Bachelor degree, I completed with honour the Canadian Securities Course, the Conducts and Practice Handbook and the Derivatives Fundamentals and Options Licensing Course. In 2006, I earned the designation of Chartered Financial Analyst (CFA®), a rigorous training program that sets the global standards in wealth management in regards to ethics, market integrity and excellence in the profession. After working as an Investment Advisor and Private Manager, I joined iA Private Wealth (formerly iA Securities) in 2016. My main area of focus is Family Wealth Management and my typical clientele includes business owners, entrepreneurs, self employed, professionals and retirees. My success resides in my unique approach: I’m not only an Advisor, but a Business Partner for my clientele. I help them thrive by optimizing their retirement planning, wealth management, fiscal planning and estate planning. I have established a simple and comprehensive process that will optimize and integrate all aspects of wealth management.