“Rob's knowledge of the market is second to none and truly believes in the diversification of the portfolio. He has allowed me to sleep at night as we continue to rework my portfolio with the addition of some fixed income products.”
About
As a Senior Wealth Advisor at ScotiaMcLeod, I help my clients achieve their financial goals with a disciplined, long-term, and consistent perspective. With over 30 years of experience in the financial industry, I have the knowledge and skills to provide strategic investment advice for sophisticated investors, wealthy families, and institutions.
I offer the full spectrum of wealth management services, including wealth planning, investment management, financial planning, insurance solutions, estate planning, retirement services, and philanthropic services. I work with an established team of specialists to deliver holistic and integrated advice that is tailored to each client's individual needs and objectives. My mission is to provide a documented investment strategy that guides our portfolio recommendations and avoids the trap of making emotional decisions or unnecessary changes.
Activity
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A Registered Education Savings Plan (RESP) is an effective way to save for a child's or grandchild's post-secondary education. However, RESPs are…
A Registered Education Savings Plan (RESP) is an effective way to save for a child's or grandchild's post-secondary education. However, RESPs are…
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It is a pivotal year for sustainable finance, with green bonds potentially on track to set a global record amid a wave of elections that could shift…
It is a pivotal year for sustainable finance, with green bonds potentially on track to set a global record amid a wave of elections that could shift…
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Global equities moved higher Friday after Federal Reserve Chair Jerome Powell hinted at future interest rate cuts during his speech at Jackson Hole…
Global equities moved higher Friday after Federal Reserve Chair Jerome Powell hinted at future interest rate cuts during his speech at Jackson Hole…
Shared by Robert Patrick Bietz
Experience
Education
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Robert holds a Bachelor of Commerce from the University of Alberta, graduating with honours in marketing.
Licenses & Certifications
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Retirement is more than a time to relax; it's a chance to rediscover and redefine your purpose. While it may be hard to define a "good retirement,"…
Retirement is more than a time to relax; it's a chance to rediscover and redefine your purpose. While it may be hard to define a "good retirement,"…
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Did you know neurological disorders affect 1 in 10 Canadians? The human brain, with its 86 billion neurons, is incredibly powerful yet vulnerable…
Did you know neurological disorders affect 1 in 10 Canadians? The human brain, with its 86 billion neurons, is incredibly powerful yet vulnerable…
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If you are approaching retirement or starting to think about how to fund this stage of your life, there is a strategy you may consider to help…
If you are approaching retirement or starting to think about how to fund this stage of your life, there is a strategy you may consider to help…
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Three years ago today, on August 15, 2021, the Taliban marched into Kabul, after a 3 1/2 month offensive, creating chaos, destruction, fear and…
Three years ago today, on August 15, 2021, the Taliban marched into Kabul, after a 3 1/2 month offensive, creating chaos, destruction, fear and…
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This week was a marked departure from the former when markets reeled following a range of concerns and Japan’s largest market drop in 35 years. While…
This week was a marked departure from the former when markets reeled following a range of concerns and Japan’s largest market drop in 35 years. While…
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In today's rapidly evolving financial landscape, managing your finances can be daunting. A Total Wealth Plan can help you understand how your wealth…
In today's rapidly evolving financial landscape, managing your finances can be daunting. A Total Wealth Plan can help you understand how your wealth…
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Inflation has continued to moderate across the major economies, prompting some central banks to reduce their policy rates. However, barring a…
Inflation has continued to moderate across the major economies, prompting some central banks to reduce their policy rates. However, barring a…
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Canada’s services economy deteriorated in July as activity and new business declined, while elevated wage costs contributed to increased inflation…
Canada’s services economy deteriorated in July as activity and new business declined, while elevated wage costs contributed to increased inflation…
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What obstacles prevent us from engaging in difficult conversations with the professionals in our lives? In this short but insightful video, Dr. Amy…
What obstacles prevent us from engaging in difficult conversations with the professionals in our lives? In this short but insightful video, Dr. Amy…
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Interested in ramping up saving for your first home? The FHSA is an exciting program that can help turn your home-buying dreams into a reality. This…
Interested in ramping up saving for your first home? The FHSA is an exciting program that can help turn your home-buying dreams into a reality. This…
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For many of us, retirement is a finish line. After you cross it, you can relinquish your responsibilities and relax. But too much relaxation and not…
For many of us, retirement is a finish line. After you cross it, you can relinquish your responsibilities and relax. But too much relaxation and not…
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Canadian markets returned -2.52% for the week, fuelled by broader declines across the index except for materials, which benefited from rising gold…
Canadian markets returned -2.52% for the week, fuelled by broader declines across the index except for materials, which benefited from rising gold…
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Grandparents often delight in giving money and gifts to their grandchildren. This article provides important insights into the key factors involved…
Grandparents often delight in giving money and gifts to their grandchildren. This article provides important insights into the key factors involved…
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Amazing day. Thanks for organizing Gradin Wells and Stephane Tuck for cooking the burgers with Team Spartan Controls
Amazing day. Thanks for organizing Gradin Wells and Stephane Tuck for cooking the burgers with Team Spartan Controls
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Keeping the brain and nervous system in good condition is paramount to our sense of wellness. We can significantly increase our chances of…
Keeping the brain and nervous system in good condition is paramount to our sense of wellness. We can significantly increase our chances of…
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Canadian markets returned 0.60% for the week with rate sensitive sectors such as financials, utilities and real estate driving much of the week’s…
Canadian markets returned 0.60% for the week with rate sensitive sectors such as financials, utilities and real estate driving much of the week’s…
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Our team is pleased to support The Mustard Seed—a fantastic nonprofit organization that helps unhoused individuals and other vulnerable populations…
Our team is pleased to support The Mustard Seed—a fantastic nonprofit organization that helps unhoused individuals and other vulnerable populations…
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