Robert Sidney - CFP®, CSC®, BBA
Senior Financial Advisor
Robert is a Certified Financial Planner® and senior financial advisor with 40 years of experience helping clients build and preserve wealth.
He began his career with Investors Group before becoming Branch Manager at Berkshire Investment Group in 1998. When Berkshire was acquired by Manulife Securities in 2008, Robert continued to serve clients with dedication and integrity. In 2023, he transitioned to Investia Financial Services Inc. to continue providing independent, client-focused advice.
Robert holds a Bachelor of Business Administration in Finance from Acadia University (Class of 1984) and earned his CFP® designation in 1992. He takes great pride in delivering thoughtful, personalized guidance to individuals and families planning for their future.
Brandon Sidney - CSC®, BBA
Financial Advisor
Brandon is a dedicated financial advisor passionate about aligning clients with tailored investment strategies that meet their unique goals.
He graduated from Acadia University in 2015 with a Bachelor of Business Administration degree in Finance and completed the Canadian Securities Course in 2018.
Brandon began his career at TD Bank in an advisory role, gaining valuable client service experience. In 2020, he joined Manulife Securities and transitioned to Investia Financial Services Inc. in 2023, continuing his commitment to providing independent, client-focused advice.
Michele Davison
Executive Assistant
Michele has been a dedicated Client Care professional since 2008. She holds a Business Information Certificate and is licensed to execute trades.
Michele is an invaluable resource for our clients, working tirelessly to ensure all administrative questions are addressed promptly and accurately. Clients trust her expertise and depend on her to resolve any issues with efficiency and care.