ABOUT US

SINCE 2002, WE HAVE PROVIDED CLIENTS WITH CUSTOMIZED, INDEPENDENT, AND CLEAR ADVICE THAT IS BASED UPON IN-DEPTH KNOWLEDGE OF OUR CLIENTS’ PERSONAL AND BUSINESS AFFAIRS, CONCERNS, NEEDS, AND GOALS.

GRANT ROEBUCK

Chief Executive Officer
Senior Investment Strategist
Investment Advisor

Mr. Grant Roebuck is the Chief Executive Officer, Senior Investment Strategist and Investment Advisor at Secutor Capital Management Corporation. Grant graduated from University of Western Ontario Law School and was called to the Bar of Ontario in 1985. 

GRAHAM KENDALL

Chief Compliance Officer
Vice-President, Trading & Operations
Investment Advisor

RAJ PRASAD

Chief Financial Officer

KARA ROEBUCK

Vice-President, Client Communication
Branch Manager-Supervisor
Investment Advisor

SAM POZNER

Investment Representative
Trading, Reporting

AARON GLASSMAN

Investment Advisor
Certified Professional Accountant

DR. GARETH DOHERTY

Chief Executive Officer
Senior Investment Strategist
Investment Advisor

DR. THOMAS BARBIERO

Economist-in-Residence
Professor of Economics, Ryerson University

 

STATEMENT OF
INVESTOR RIGHTS

At Secutor,  we take a personal approach  to creating a customized strategic investment plan for you and your family.

 We listen to your unique story  and we participate in confidential conversations that shape the development of a custom-tailored plan to suit your family's needs, goals, and desires/dreams/wants.

The basic principles underlying investment advice are simple and elegant.  We speak in simple terms , cutting through the jargon that is so common in the world of investment advice, to ensure comfort, clarity, and transparency.

We create/develop custom plans and portfolios to ensure that long-term lifestyle needs meet  long-term investment strategies .

In accordance with the CFA Institute's* "Statement of Investor Rights", when engaging the services of financial professionals and organizations, I have the right to:

1

 Honest , competent, and ethical conduct that complies with applicable law;

2

Independent and  objective  advice and assistance based on informed analysis, prudent judgement, and diligent effort;

3

My financial  interests  taking precedence over those of the professional and the organization;

4

 Fair  treatment with respect to other clients;

5

Disclosure of any existing or potential  conflicts  of interest in providing products or services to me;

6

 Understanding  of my circumstances, so that any advice provided is suitable and based on my financial objectives and constraints;

7

Clear, accurate, complete and timely  communications  that use plain language and are presented in a format that conveys the information effectively;

8

An explanation of all  fees  and costs charged to me, and information showing these expenses to be fair and reasonable;

9

 Confidentiality  of my information;

10

Appropriate and complete  records  to support the work done on my behalf.

* The "Statement of Investor Rights" was developed by the CFA Institute

 

CONTACT US

 

REQUEST A BOOK

 

The Secutor Building

 

2417 Dufferin Street

Toronto, Ontario

M6E 3S9

(416) 545-1015

© 2020 Secutor Capital Management Corporation