President of Heathbridge Capital Management Ltd., Rob has more than 40 years experience in the investment industry. The first twenty were spent as a top-ranked research analyst, starting in 1970 with Harris and Partners, later absorbed by Dominion Securities. He was a founding partner in McLean McCarthy, a specialty research investment dealer serving the institutional market. This company was taken over by the Deutsche Bank in 1988. He became manager of equity sales and then portfolio manager. For the past twenty years, Rob has managed portfolios in accordance with an investment discipline distilled from his decades of observing markets and the portfolio techniques of the most prominent money managers in North America. Through Heathbridge Capital Management Ltd. and its predecessor businesses, he has been implementing the Checkmark InvestingTM discipline for its current client base since 1996.
Rob was born and raised in Winnipeg and took his B.A at the University of Manitoba. He received his MBA from the Ivey School of Business at the University of Western Ontario in 1970. He earned his CFA accreditation in 1976.
Rob is married to Penny and has two daughters, Jayne and Kate, and three grandchildren. He is an active fundraiser, currently for causes related to learning disabilities.