As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Rob Andrus has enjoyed a 20-year career in the investment industry and is currently the President of Family Wealth Concepts, a boutique wealth management firm based in the Toronto area. He is also a Senior Wealth Advisor at Worldsource Financial Management, a sponsoring mutual fund dealer. In 2016, Rob co-founded Glidepath Portfolio Services, a Toronto-based investment counselor and portfolio manager dedicated to providing customized portfolio management services using ETFs.*
Rob is committed to and focused on serving successful Canadians, including business owners, foundations, professional athletes, and some of Canada’s 50 best managed private companies. He also enjoys working with families who are dedicated to the process of building, managing and transferring wealth, regardless of their portfolio size or planning complexity.
Founded in 2010, Family Wealth Concepts operates as an Associated General Insurance Agency (AGA) and provides a range of independent advisory services, including insurance, tax and estate planning. As a WFM Registrant, Rob can also facilitate access to additional products and services that are provided by the firm’s wealth advisory group through referral arrangements. This group is made up of other professionals that provide clients with discretionary portfolio management, private banking, mortgages, accounting and legal work.
Prior to entering the investment business, Rob graduated in Journalism in the early 1990s and spent five years as a reporter covering major news events in Canada and abroad. After returning home from an assignment to Bosnia and Herzegovina for The Toronto Star, Rob shifted to business reporting but eventually moved on to become an investment advisor at a financial planning firm in downtown Toronto. He went on to hold senior positions at RBC Dominion Securities, National Bank Financial and HSBC Securities. It was not until he opened his own independent firm, which operates similar to a multi-family office, that he found his true passion for serving clients.
Rob lives in Erin, Ontario with his wife and their two children. When he's not helping clients to improve their financial situation, Rob is an avid traveler, kayaker and an award-winning photographer. He also volunteers for a number of charities and non-profit organizations and oversees the management and disbursements of The Family Wealth Foundation, a donor-advised program he created to facilitate philanthropy to Canadian charities.
* Glidepath Portfolio Services Inc is a separate legal entity from Worldsource Financial Management Inc. Rob Andrus is the co-founder of Glidepath Portfolio Services however he is not registered with securities regulators to provide any advice with respect to the trading in or the operation of client accounts held with Glidepath Portfolio Services Inc. All customized portfolio management services are provided by a Portfolio Manager of Glidepath Portfolio Services Inc.