Rob has more than 25 years of experience in the wealth management industry. He has worked as a derivatives trader, propriety trader and risk analyst before launching Surevest to begin managing private investment portfolios for high net worth clients in 2002.
In 2020 Rob Sold a majority interest ...
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Rob has more than 25 years of experience in the wealth management industry. He has worked as a derivatives trader, propriety trader and risk analyst before launching Surevest to begin managing private investment portfolios for high net worth clients in 2002.
In 2020 Rob Sold a majority interest in Surevest to CI Financial, the largest non-bank publicly traded financial company in Canada. Through 2023 Rob helped CI grow to become one of the largest wealth managers in the world.
Today, Rob continues his entrepreneurial journey focusing on helping people achieve the greatest version of themselves through entrepreneurship and financial literacy.
Visit RobLuna.com for more info.
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