Your financial future should never be treated as typical. Concierge Investing tailors a unique suite of wealth management services to your individual lifestyle, family, investment and estate planning priorities. With a focus that is always personalized, Concierge Investing combines four decades of financial expertise with an unrelenting commitment to 24/7 support and achieving maximum results. We offer our services to a limited number of carefully selected families, foundations, and private businesses.
Robin Douglas began his career in 1971 as a Financial Advisor. In 1986 his natural affinity for the financial markets led him to obtain his Portfolio Management designation. After years of experience in both bank-owned and professional money management firms, Robin launched Concierge Investing in 2004 at Raymond James Ltd. As a Portfolio Manager, and the visionary behind Concierge Investing, Robin merges his passion for money management with his desire to fully commit to his clients.
Robin is one of the few individuals who achieved the Family Enterprise Advising (FEA) designation from the University of British Columbia's prestigious Sauder School of Business. This training has allowed Robin tremendous insight into the business family and its unique challenges, especially during times of transition.
Robin ensures he is always on the leading edge of industry best practices, and technology. This enables him to consistently provide his clients with the most up-to-date resources and discerning guidance.
"Robin's investment philosophy so closely aligns with that of Raymond James, as reflected by his mission statement: 'To have the courage and discipline to focus on our clients’ needs, utilize our independence and expertise to seek client-centered opportunities and achieve superior returns.’ It's what we call Concierge Investing."
"I want to say thank you for being there for me, whether in person, on the phone, or by email. My thanks to you for your patience with me, in answering all of my questions, for your guidance and assurance, and for just being there for me."
SVP / Portfolio Manager
925 West Georgia Street, Suite 2100,
Vancouver, British Columbia, Canada V6C 3L2
Map & Directions
Please click on the link below to stay connected via email
*You can withdraw your consent at any time by unsubscribing to our emails.