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David & Marianne

rob hunter March 1st, 2016 1

Shortly after we arrived in Victoria nearly 30 years ago, David’s financial advisor, left for a position “up Island” as we call Vancouver Island north of Victoria. This broker asked to continue managing David’s portfolio, but David wanted someone whom he could meet face to face.

Enter Rob Hunter, who worked for the same brokerage at the time. David stayed with Rob as he changed to a new firm, National Bank Financial.

After Marianne’s financial advisor retired, she switched her portfolio to Rob as well, trusting David’s judgment that Rob “was a good guy” who gave clear reasons for his investment recommendations.

It’s now decades since we have gotten to know and work with Rob. He shepherded us through the ups-and-downs of the stock market, reassured us that we could wait out a down turn. Our relationship grew stronger over the years, based on our meetings and discussions over the phone. Because we have a significant part of our assets invested through our accounts with Rob, we sometimes joke that Rob “owns” us. That said, we do believe he has our and our family’s best interests at heart.

We have always appreciated his rationale for investing. When he explained why we should buy, sell or hold specific shares, his reasoning made sense even when, for example, the 2008 meltdown put others in a panic. When a stock’s price has risen rapidly, he’ll counsel to sell in a portion to lock in gains and reduce risk.

Few brokers have mastered the intricacies of buying and selling options. Rob took the courses and obtained the necessary licence. On his recommendations, we have sold many options, which has usually resulted in what we consider “found money.”

We have come to trust Rob. His research from many sources, including Bloomberg, give him an edge over less well-informed financial advisors. That doesn’t mean every stock he has recommended has risen, but that on balance, we’ve come out ahead.

Many services that Rob’s office crew provide make our lives easier. Do we need to review if we’ve gathered all those multiple, pesky tax forms? A call to the office solves the issue. A money transfer? Check. An automatic payment for an insurance policy? Check.

And then there are those promotional items Rob dispenses. Marianne writes her notes for all the magazine articles she publishes with Rob’s pens. We both wipe our sunglasses with grease-removing cloths, stamped National Bank Financial.

Most nights, when Marianne prepares dinner, she wears an apron with the printed message, “Let’s get cooking; investment advice you can digest.” Then, just in case we forgot his name, in big fat red letters, ROB HUNTER is splashed across the apron’s belly. Fitting, right?  David & Marianne (June 2019)

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