With 25 years of experience, Bobby empowers wealth inheritors within enterprising families, equipping them with the essential mindset, practical tools, and crucial communication skills to become responsible owners and stewards of their wealth. He specializes in owner education development and financial literacy, delivering comprehensive wealth, tax, and estate management education tailored specifically for family enterprise and business leaders.

Bobby is deeply passionate about his work, acting as a strategic partner to families and their existing professional advisors (investment, legal, and accounting). He coordinates seamlessly to support their educational needs and skillfully navigate the unique opportunities and challenges inherent in generational wealth transfers.

Bobby holds a Bachelor’s Degree from Simon Fraser University and is a Certified Financial Planner, a Certified Family Business Advisor, and a Certified Family Wealth Advisor. He’s also a Top of the Table and lifetime member of the Million Dollar Round Table. Residing in Vancouver with his family, Bobby actively contributes his expertise to various committees and Boards of Governors within his local community during his downtime.