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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. Grant spent 8 years on the Board of Directors of the Toronto Rehab Institute Foundation (TRIF) and was an integral member of the Board’s Investment & Finance Committee. Grant also spent many years on the Investment Committee of the Multiple Sclerosis Society of Canada.
GRAHAM KENDALL
Chief Compliance Officer
Chief Financial Officer
Vice-President, Trading & Operations
Investment Advisor
KARA ROEBUCK
SAM POZNER
Vice-President, Client Communication
Branch Manager-Supervisor
Investment Advisor
AARON GLASSMAN
Investment Advisor
Certified Professional Accountant
DR. GARETH DOHERTY
Cognitive Scientist-in-Residence
President Think/Able Solutions
DR. THOMAS BARBIERO
Economist-in-Residence
Professor of Economics, Ryerson University
Investment Representative
Trading, Reporting
RAJ PRASAD
CFO Emeritus
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
Tel: (416) 545-1015
Fax: (416) 545-1011
2417 Dufferin Street
Toronto, ON M6E 3S9
© 2024 Secutor Capital Management Corporation