Robert Sewell Email & Phone Number
President and CEO
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Robert Sewell Location
- Oakville, ON, CA
Robert Sewell Work
- President and CEO @ Lorne Park Capital Partners Inc. (October 2013 - Present)
- Founder and President @ Bellwether Investment Management (January 2009 - Present)
- Senior Vice President @ TD Waterhouse Private Investment Counsel (October 2004 - October 2008)
- Regional Vice President @ Scotia Cassels Investment Counsel Ltd (August 2003 - October 2004)
- Managing Director @ Financial Engineering Consultants (April 2002 - August 2003)
- Vice President and Director, Private Client Services @ RBC Private Counsel Inc. (August 1999 - December 2001)
- Vice President, Investment Management and Financial Planning @ (May 1992 - August 1999)
Robert Sewell Education
- University of Toronto
BSc (Commerce and Neuroscience)
1985-1988 - CFA Institute
CFA (Investment Management)
- Financial Planners Standards Council
CFP
- Society of Management Accountants of Ontario
CMA
Robert Sewell Skills
- Portfolio Management
- Asset Management
- Wealth Management
- Investment Strategies
- Estate Planning
- Equities
- Financial Planning
- Mutual Funds
- Asset Allocation
- Risk Management
- Fixed Income
- Securities
- Retirement Planning
- Retirement
- Investments
- Investment Advisory
- Alternative Investments
- High Net Worth Individuals
- Bonds
- Options
- Financial Analysis
- Tax
- Asset Managment
- Strategic Financial Planning
- Financial Services
- Private Equity
- Wealth
- Strategy
- Financial Advisory
- Investment Management
- ETFs
- Start-ups
- Hedge Funds
- Start Ups
Robert Sewell Summary
- Robert Sewell, based in Oakville, ON, CA, is currently a President and CEO at Lorne Park Capital Partners Inc.. Robert Sewell brings experience from previous roles at Bellwether Investment Management, TD Waterhouse Private Investment Counsel, Scotia Cassels Investment Counsel Ltd and Financial Engineering Consultants. Robert Sewell holds a 1985 - 1988 BSc in Commerce and Neuroscience @ University of Toronto. With a robust skill set that includes Portfolio Management, Asset Management, Wealth Management, Investment Strategies, Estate Planning and more. Robert Sewell has 1 emails and 3 mobile phone numbers on RocketReach.
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