Bob Bennie and his team work with individuals, families, companies and institutions to help them build, manage, protect and transition comprehensive wealth.  This includes all types of investments.....

Jessie began her career in the financial service industry in 2014.  She later teamed up with her father, Bob, and serves as a financial planner with the firm.....

Lori has been an essential part of the Bob Bennie Wealth Management team since March of 2005.  She manages all client service-related requests and is here to help you with.....

Trevor’s role with the firm is multi-faceted and includes client services, daily operations, bookkeeping and property management.

Hilary began her role at Bob Bennie Wealth Management late 2022 as the Client Experience Coordinator. Her day to day is a range of responsibilities including client experience, marketing, event management, and daily operations.Prior to...