Robert Floyd

Robert Floyd CFA


Robert Floyd is President of BirchLeaf Investments Inc., formerly R.A.Floyd Capital Management Inc. Robert is the lead portfolio manager of the company and attained his Chartered Financial Analyst designation in1988 and received his honours B.A. in Political Science from Brock University in 1975.


Robert Floyd, has over 30 years of extensive investment experience, managing pension, corporate, mutual funds, segregated funds and other assets for some of the larger financial institutions in Canada. He has personally managed up to $1.7 Billion in equity assets. He has worked for some of the larger insurance companies in Canada and has held progressively senior positions and ultimately was Senior Vice President at PPM Fund Managers(formerly Prudential Assurance Company). He previously worked for Empire life, New York Life and General Accident Assurance (now Aviva Canada Inc.) He has many years of experience managing a wide array of equity products from conservative to more aggressive portfolios.


BirchLeaf Investments Inc. is a boutique investment counsel firm formerly known as R.A.Floyd Capital Management Inc., founded in 1999. Investment portfolios are managed on a discretionary basis for Private Client, Corporate and Institutional clients. We have an extensive track record in managing both Canadian Equities and Balanced Portfolios.


One of the many benefits of investing with BirchLeaf Investments is that you have direct access to your money manager and you can have a portfolio tailored to your risk tolerance and your individual investment objectives.


For further information please contact us at your convenience:

BirchLeaf Investments Inc.

1649 Birchwood Drive

Mississauga, Ontario

L5J 1T5

Telephone 905-823-2500