Robin Randall
Senior Financial Consultant
Robin was born in Val d’Or, Quebec and studied at Appleby College, Oakville, Ontario and Huron College (University of Western Ontario), London, where he graduated with a BA in Economics.
Following two years in sales with CIL and two years as part of the management team for Ontario’s Pavilion at Expo ’67, Robin joined the investment industry.
- A successful career lasting 13 years with R.A. Daly & Company, an institutional investment firm, specializing in the areas of Institutional Sales, Sales Management and as a Partner on the board & Executive Committee
- Two years with Gordon Capital following the merger of R.A. Daly & Gordon Capital in 1983.
- Private Wealth Management in 1985 with Connor Clark & Company, becoming a Portfolio Manager and Partner one year later and enjoying fourteen successful years with Connor, Clark as it grew its assets under administration to $1.8B and was eventually purchased by RBC in 1999.
- Moved residence from Oakville to Creemore in 1998 and over the following eight years, managed a branch for Connor, Clark; founded Upland Investment Management and acted as Consultant and Portfolio Manager with Nigel Stephens Investment Counsel in North Toronto
- Joined TriDelta in 2006 to provide a ‘holistic financial, estate planning and investment management service’ to families in Creemore and the Georgian Bay area.
Board Memberships:
Appleby College, 1970-1995
Community Foundation of Oakville, 1992-1997
R.A. Daly (1976-1983), Gordon Capital (1983-1985),
Connor Clark (1986-1998)
Recreation:
Golf at Mad River Golf Club, Creemore
Tennis at Monterra & Creemore Tennis Clubs
Curling at Creemore Curling Club
Biking, running & cross-country skiing & gardening
Family:
Wife, Catherine, part owner & manager, Curiosity Book Store in Creemore
3 children living in Belgium, Antigua and Collingwood and three grandchildren
To contact Robin Randall, please click here.
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