Rob Pierce, R.F.P.
Managing Director and Principal
As both a Registered Financial Planner (RFP®) and registered Portfolio manager, Rob has spent more 30 years helping high net worth families, individuals, executives, entrepreneurs, corporations, foundations, and trusts meet their wealth management objectives.
A demonstrated history of business success, Rob is a co-founder of Stonegate Private Counsel and predecessor companies; Assante Asset Management and Equion Securities. In addition, he is Chairman of the Board of Governors at the Royal Ontario Museum; and a member of the Finance and Investment and Executive Committees. Rob holds an Economics degree from University of Western Ontario, is a Masters of Philosophy Candidate at Georgetown University, and has completed studies at Harvard and Disney University. He balances his professional endeavours by spending time at Rosedale Golf Club, the Country Club of Florida, the Granite Club and the ROM.
Rob believes a family’s wealth extends well beyond its financial resources as it includes their collective skills and competences, intellectual knowledge, and by far the most important, the family’s reputation for fairness and decency in its business and community relationships.
Rob resides in Toronto and has three children.