Dedicated
Client Care Team
Robert, Michele & Heather, are dedicated to looking after your financial planning matters, promptly, and correctly. When you have questions, we’re here for you. We’ll explain it, organize it, research it, or set it up: Whatever you need done. We’re your team, and you can count on us.
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Robert Sidney CFP®
Senior Financial Advisor
Robert is a Certified Financial Planner® professional and Senior Financial Advisor at the Sun Tower, Bedford / Halifax branch of Investia Financial Services Inc..
Graduating from Acadia University, in 1984, with a Bachelor of Business Administration degree in Finance, Robert received his CFP® designation in 1992. He has worked in the financial services industry for forty years.
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Robert Sidney CFP®
Senior Financial Advisor
Robert is a Certified Financial Planner® professional and Branch Manager of the Sun Tower, Bedford / Halifax and Truro Branches of Manulife Securities Incorporated.
Graduating from Acadia University, in 1984, with a Bachelor of Business Administration degree in Finance, Robert received his CFP® designation in 1992. He has worked in the financial services industry for over thirty-five years, joining his current firm in 1998.
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Michele Davidson
Executive Assistant
Michele has been a Client Care professional since 2008. She holds a Business Information Certificate, and is IFIC licensed to execute trades.
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Michelle Davidson
Executive Assistant
Michelle has been a Client Care professional since 2008. She holds a Business Information Certificate, and is IFIC licensed to execute trades.
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Investia Financial Services
A member of iA Financial Group, Investia Financial Services Inc. has been in operation since 1988. Now the largest independent mutual fund dealer in Canada, Investia offers a wide range of products and services associated with the distribution of mutual funds and segregated funds.
The fourth largest life and health insurance company in Canada, iA Financial Group contributes to the financial well-being of over 4 million clients, employs over 8,200 people and administers and manages 221.2 billion dollars in assets.