Robin is Vice President, Sales & Marketing with over 20 years of experience in Wealth Management, including positions with Mutual Fund, Full-Service Brokerage, Asset Management and FinTech organizations. Robin, based in Vancouver, is focused on providing client relationship management, service and marketing support to our bank and brokerage client firms in Western Canada.
Prior to joining Barrantagh, Robin was Vice President Senior Enterprise/Regional Consultant at Envestnet (formerly Placemark Investments) where she supported Canada's leading full-service investment firms in their mission to deliver successful Unified Managed Account (UMA) platforms. Using a consultative approach, she educated and supported the client's Investment Advisory teams on the benefits of incorporating the UMA program into their business practices. She developed strong relationships with both the client's Enterprise teams and Investment Advisory teams and was instrumental in driving asset growth.
Robin earned her Bachelor of Business Administration, in Finance & International Business, from Simon Fraser University.
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Barrantagh Investment Management Inc.
100 Yonge Street, Suite 1700
Toronto, Ontario, Canada, M5C 2W1