Bob Carter

Bob Carter, ALMI, GBA, LLQP, CIM

I have been a sales professional and business owner for over 42 years in several different industries. I served as a Financial Advisor with Midland Walwyn and Merrill Lynch Canada between 1993 – 2003. I was licensed for securities and life insurance. I wrote several articles annually for Canadian MoneySaver during my 10 years on Bay St. and contributed articles in the years since.

Today I work with small business owners, incorporated individuals and their advisors to provide guidance on their investments, insurance and benefit plans. Over the years, I’ve met many wonderful people, built long-lasting, mutually beneficial partnerships and learned a great deal about business and life. I seek to create and foster great relationships over many years, finding ways to help my partners win, grow and keep their business. Beyond that – my most important roles are husband, stepdad, son and hopefully, close friend. The rest we’ll figure out together.


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