See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Robert Panes is a seasoned wealth management professional with 26 years of experience in investments, portfolio management, and financial advisory services. He has held senior roles at CIBC Wood Gundy, Richardson Wealth, and Platinum Portfolio Management. Panes holds a Bachelor of Arts degree in Economics from The University of Western Ontario.

Experience

  • Platinum Portfolio Management
    • Nassau, New Providence, The Bahamas
    • Chief Executive Officer, Portfolio Manager
      • Jan 2023 - Present
      • Nassau, New Providence, The Bahamas
  • Richardson Wealth
    • Toronto, Canada
    • Director, Wealth Management, Portfolio Manager and Investment Advisor
      • 2005 - Dec 2022
      • Toronto, Canada
  • CIBC Wood Gundy
    • 200-100 Simcoe St, Toronto, ON M5H 3G2
    • Vice President and Director
      • 1979 - 2005
      • 200-100 Simcoe St, Toronto, ON M5H 3G2

Education

  • 1976 - 1979
    The University of Western Ontario

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. Add an industry

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles