It is my mission to expand your opportunities and simplify your life.
I have always had strong interest in mathematics and business. Perhaps that is why I studied engineering in university, and several years later, added a master in business administration (MBA). After a long and successful career in engineering and management, I followed my true passion: wealth management.
As an advisor with Edward Jones, I have found a career that allows me to apply the knowledge and experience of my varied background to the unique financial needs of my clients. Investing doesn't have to be mysterious. We want to be sure our clients understand what is going on with their money.
We work with successful families and business owners; who are saving for retirement, planning their business succession, living in retirement, or are looking to transition their wealth to the next generation.
What inspires me and my team is working with clients like you to develop specific strategies to reach your investment goals. By monitoring your progress we will keep you on track. Through it all, our branch team is dedicated to giving you, the client, red carpet treatment on all of our services.
I have three teenage sons of whom I am very proud as they pursue their own path in life. In my spare time I enjoy swimming, fishing and travelling with my family.
Lastly, we're sure you'll appreciate our honest, no-pressure approach to managing your financial well-being. We look forward to the opportunity to work in partnership with you.
Office Address300 March Road, Suite 101
Gateway Business Park
Kanata, ON K2K 2E2 opens in a new window
Phone NumberRobert D Barta at (613) 595-0384
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