Robert Sewell Location
- Oakville, ON, CA
Robert Sewell Work
- 2013 - now President and CEO @ Lorne Park Capital Partners Inc.
- 2009 - now Founder and President @ Bellwether Investment Management
- 2004 - 2008 Senior Vice President @ TD Waterhouse Private Investment Counsel
- 2003 - 2004 Regional Vice President @ Scotia Cassels Investment Counsel Ltd
- 2002 - 2003 Managing Director @ Financial Engineering Consultants
- 1999 - 2001 Vice President and Director, Private Client Services @ RBC Private Counsel Inc.
- 1992 - 1999 Vice President, Investment Management and Financial Planning @
Robert Sewell Education
- University of Toronto
BSc, Commerce and Neuroscience (Commerce and Neuroscience)
1985 - 1988 - CFA Institute
CFA, Investment Management
- Society of Management Accountants of Ontario
CMA
- Financial Planners Standards Council
CFP
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, Commerce and Neuroscience 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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