In 2010, Claude Robert, Jean Robert, Francois Robert, and Lance Robert united their efforts to create The Robert Group, a firm deeply rooted in this community.

From the days when they advertised the business in the Courier’s ‘Classifieds’ section, the founders shared a vision to establish an independent firm offering financial advice built on trust and integrity. Building on this foundation, they have continued to grow into a trusted partner for holistic financial services for individuals, family offices and business owners.

Over the past 14 years, The Robert Group have expanded the range of services they offer and have grown the team significantly.

The group’s advisors, some with careers spanning over four decades, combine local knowledge with global expertise.

“As we reflect on the journey so far, we are reminded that this would not have been possible without your support,” said the founders.

“We would like to take a moment to thank all our clients. To those who have been with us from the very beginning, we are grateful for your faith and loyalty. To those who joined along the way, thank you for choosing TRG as your partner in achieving your financial aspirations.

“From all of us at TRG, we wish you a joyful Christmas and a prosperous New Year – here’s to continued success in 2025! Thank you for 14 incredible years.”

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