Roba Elakawy, CFA

Location
Toronto, Ontario

“For me, it’s a great pleasure helping individuals and families reach their investment planning goals, so they can have peace of mind in knowing they’re financially well.”

I blend financial knowledge and understanding with a passion for helping people in my role as Private Wealth Advisor, Portfolio Manager. My clients appreciate my ability to interpret their needs and goals, as I work with them to develop tailored solutions for their investment plans and portfolios. For me, the greatest reward is seeing them achieve those goals.

Additionally, I work with CWB Wealth’s investment research team, where I monitor the dividend increases for our Canadian equity portfolio. This entails monitoring the weighted average dividend increases against the rate of inflation as a measure of performance.

In 2016, I joined CWB Wealth under one of its legacy brands immediately after university, knowing that wealth management was the right path for me as an Investment Analyst. My roles evolved, as did my passion for working directly with clients, and I obtained the Chartered Financial Analyst designation in 2020.

I graduated from the University of Toronto with a Bachelor of Commerce in Finance, where I was on the Dean’s Honour List for academic excellence. I was also on the Economics Honour Roll of University of Toronto throughout my years at university.