David graduated from the University of Alberta with a Bachelor of Commerce Degree, majoring in Finance. He began his career as an investment advisor in 1991, and has worked in partnership with his twin brother, Paul, since 1993.

In addition to holding the Canadian Security Institute’s top designation of Canadian Investment Manager (CIM), David is proud to be one of a select group of ScotiaMcLeod advisors across Canada who has achieved the designation of Portfolio Manager. David earned this prestigious designation through a combination of academic achievement, industry accreditation, and years of experience advising clients.

David is a licensed Portfolio Manager, so you can fully delegate the management of your portfolio to Roberts Portfolio Management. This frees you from having to deal with the day-to-day investment decisions, and provides you with the highest level of investment management expertise.

David was born and raised in Edmonton and now lives in St. Albert with his wife Lori, sons Scott and Sheldon, and dog, Diego. He enjoys traveling with his family, playing golf, and coaching minor hockey. 

Paul graduated from the University of Alberta in 1989 with a degree in Electrical Engineering. He began his career as an investment advisor in 1993 when he and David joined forces.

Paul is one of a select group of ScotiaMcLeod advisors across Canada who has achieved the designation of Portfolio Manager. Paul earned this prestigious designation through a combination of academic achievement, industry accreditation, and years of experience advising clients. Paul also holds the Canadian Security Institute’s top designation of Canadian Investment Manager (CIM).

As part of our all-encompassing approach to wealth management, Paul develops customized and comprehensive financial plans that explore relevant tax, retirement, Will and estate strategies. The financial plan will identify specific gaps and opportunities to help you achieve your family's goals.

Paul was born and raised in Edmonton and now lives in St. Albert with his wife Maggie, son Luke, and daughter Rachel. Paul coaches minor hockey and serves as a director on the boards of three Edmonton charities.

Sandra graduated from the Banking and Business course at NAIT. After working in banking for 7 years, she joined the investment industry in 1990. Sandra has worked with Roberts Portfolio Management since 1997. She has completed the Canadian Securities Course and Conduct and Practices course offered by the Canadian Securities institute.

Sandra’s extensive experience and dedication ensures that your accounts are administered efficiently, and your requests are handled quickly and accurately.

Amy joined Roberts Portfolio Management in 2009. Amy has completed the Investment Funds in Canada course offered by The Canadian Securities Institute, and she brings 6 years of experience in the financial services industry. Among her many responsibilities, Amy maintains and prepares portfolio reporting, return reporting, and a detailed year-end tax-reporting package. Amy’s attention to detail and superb organizational skills help our team provide accurate, timely, and easy-to-read reporting to our clients.