Wealth Management Team / Vancouver
Rob is passionate about providing clients with access to the best investment opportunities and advice from his network of experts. Rob actively searches out money managers who have demonstrated they can generate persistent, stable performance at a fair cost. He also sources individual securities that offer attractive risk-adjusted yields or outsized appreciation potential to complement the managed component of client portfolios. Be it money managers or company managers, Rob will only put his clients’ money in the care of people with whom is has a genuine, long term relationship.
Rob Isaac began his career as an investment advisor in 1985, starting at Great Pacific Management. Founded by Rob’s father Russ in 1963, Great Pacific was the first independent mutual fund distributor in Canada and was eventually acquired by Cartier Partners and later Dundee Wealth. After leaving Great Pacific in 2002, Rob co-founded Sora Group Wealth Advisors where he remained a shareholder and partner until Sora completed a corporate transaction with Integral in June 2013.