Robert Roby of The Roby Retirement and Wealth Team and is part of this year's WP Top 50 Advisors.
29 Robert Roby
The Roby Retirement and Wealth Team
IPC Securities
Ottawa
AUM GROWTH: $12,000,000
AUM PER CLIENT: $337,079
REVENUE PER CLIENT: $3,652
CLIENTS AT END OCT 2015: 178
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 23
Robert Roby is used to success, and last year was no exception. By the end of October 2015, Roby had $60 million in AUM. But despite the many awards he’s won over his career, Roby’s greatest achievement has been making significant differences in the lives of many of his clients. Roby strives to create a well-balanced life for clients first, then create the wealth to merge with that life’s objectives.
The Roby Retirement and Wealth Team
IPC Securities
Ottawa
AUM GROWTH: $12,000,000
AUM PER CLIENT: $337,079
REVENUE PER CLIENT: $3,652
CLIENTS AT END OCT 2015: 178
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 23
Robert Roby is used to success, and last year was no exception. By the end of October 2015, Roby had $60 million in AUM. But despite the many awards he’s won over his career, Roby’s greatest achievement has been making significant differences in the lives of many of his clients. Roby strives to create a well-balanced life for clients first, then create the wealth to merge with that life’s objectives.
