Roba Elakawy, CFA
Private Wealth Advisor, Portfolio Manager
Email
[email protected]
Mobile Phone
437-922-9660
LinkedIn Profile
Roba Elakawy
Location
Toronto, Ontario
Roba blends financial knowledge and understanding with her passion for helping people in her role as Private Wealth Advisor, Portfolio Manager. Her clients appreciate her ability to interpret their needs and goals, and work with them to develop optimal financial plans and portfolios. For Roba, the reward is to see them achieve those goals.
Roba joined CWB Wealth under one of its legacy brands immediately after university, knowing that wealth management was the right path as soon as she started putting her skills to the test as an Investment Analyst. She subsequently moved to into the role of Manager of Referral Partners, where she developed and implemented innovative strategies to strengthen and expand relationships with the firm’s referral partners. Roba soon discovered that working directly with clients would be the best way to realize her passion and make the most of her expertise. So, she transitioned to the role of Private Wealth Advisor, Portfolio Manager.
Roba graduated from the University of Toronto in 2016 with a Bachelor of Commerce in Finance, where she was on the Dean’s Honour List for academic excellence. Roba was also on the Economics Honour Roll of University of Toronto throughout her years at university. She obtained her Chartered Financial Analyst designation in 2020.
Toronto, Ontario
Roba blends financial knowledge and understanding with her passion for helping people in her role as Private Wealth Advisor, Portfolio Manager. Her clients appreciate her ability to interpret their needs and goals, and work with them to develop optimal financial plans and portfolios. For Roba, the reward is to see them achieve those goals.
Roba joined CWB Wealth under one of its legacy brands immediately after university, knowing that wealth management was the right path as soon as she started putting her skills to the test as an Investment Analyst. She subsequently moved to into the role of Manager of Referral Partners, where she developed and implemented innovative strategies to strengthen and expand relationships with the firm’s referral partners. Roba soon discovered that working directly with clients would be the best way to realize her passion and make the most of her expertise. So, she transitioned to the role of Private Wealth Advisor, Portfolio Manager.
Roba graduated from the University of Toronto in 2016 with a Bachelor of Commerce in Finance, where she was on the Dean’s Honour List for academic excellence. Roba was also on the Economics Honour Roll of University of Toronto throughout her years at university. She obtained her Chartered Financial Analyst designation in 2020.
Beyond the Office
Life outside of work is never dull as Roba loves to travel, paint, and pursue her interests in fitness and nutrition. She also loves spending time with her husband and son.
“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.”
“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.”