Rob Andrus
Managing Director, Family Wealth Concepts
Rob Andrus is the founder of Family Wealth Concepts and has 14 years of wealth management experience working with affluent business owners, entrepreneurs and some of Canada’s 50 best managed private companies. Rob enjoys working with our team of professionals to provide overall strategy and oversight to the financial planning needs of a diverse group of affluent clients and
their families.
As a former Branch Manager at Worldsource Financial Management, an independent mutual fund dealership, Rob has considerable experience in the wealth management industry and working with independent advisors. His commitment to client service has motivated him to build a strong team of professionals to provide clients with access to a multi-family office advisory experience typically only available to the extremely wealthy.
Rob began his working career as a humanitarian aid worker with World Vision International in Zambia, Africa. His passion for helping others and his interest in travel led him to become a journalist for The Toronto Star. Rob has traveled to and/or worked in more than 50 countries.
He shifted his focus from international news coverage to business news in the mid ‘90s and later joined a boutique financial planning firm specializing in tax and investment strategies for Canadian doctors. He later joined RBC Dominion Securities, where he was a member of the firm’s President Club. Rob is dedicated to the investment management process and spends most of his time meeting investment managers and performing due diligence for clients.
Rob continues to write about financial planning trends affecting Canadians. In his spare time, he is active in his community and enjoys vacationing in Mansfield, Ontario with his wife and two children.
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Jamie Robb, CFP, CIM, CHFS, FMA, FCSI
Managing Director, Family Wealth Concepts
Jamie joined Family Wealth Concepts as a Principal in March, 2010 with the merger of his successful financial planning company, Fiducia Wealth Management. For the past 11 years Jamie has worked closely with executives, business owners and their families to help them maximize their wealth.
He began his career in 1999 working with John Toews, a top producing financial planner and owner
of Professional Financial Planning. While originally intending to pursue a career as a Financial Analyst
at a brokerage house, the opportunity to work directly with clients changed his perspective. The earnest relationships he enjoyed and the positive impact he could have on the lives of his clients and their families led Jamie to fall in love with his client-facing role as a Financial Planner. As a result, he excelled at Professional Financial Planning and his role quickly evolved into servicing the top echelon of the firm’s clients.
Over the years, Jamie has developed in depth experience in all areas of financial planning including portfolio planning, risk management, insurance planning, retirement planning and tax and estate planning. Jamie particularly enjoys working with owner/managers to help them unlock the value of their business and secure the wealth they have built for their family. He is passionate about helping families use their wealth to achieve their life ambitions and charitable objectives while affording themselves the freedom to truly enjoy their time with family and friends.
Jamie holds an Honours Bachelor of Commerce Degree from Laurentian University as well as the professional designations of Certified Financial Planner, Canadian Investment Manager, Certified Hedge Fund Specialist and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute.
Jamie lives in Mississauga with his wife and daughter. They enjoy many outdoor activities including running, hiking, skiing and camping.
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