BUCHANAN, Bob: FCSI, CIM, CAFA®

Bob has over 25 years’ experience of professional wealth management for high net worth clientele. He has helped clients through major financial transitions such as selling their business, selling their farm or retiring with a significant pension. He has helped them to protect and grow their capital in addition to generating high levels of predictable income.

In addition to his degree in Business Administration, Bob is a designated Discretionary Portfolio Manager, a Certified Investment Manager and a Fellow of the Canadian Securities Institute. His expertise is in portfolio construction, risk management and income generation with an overlay of a thorough understanding of complex tax and estate issues. Bob, a voracious reader, considers himself a lifelong student of economics, politics and financial markets. For more than a decade he has been a member of the prestigious Top 50 Executive Council across Canada for RBC Dominion Securities. Bob has been involved in rural communities his entire life. He is a member of Canadian Association of Farm Advisors, thus he is known as “the City Suit with Rural Roots”.

The Buchanan Group brings expertise and experience to your family’s financial affairs.