Private Equity, Private Debt, and Proprietary Capital Management
Here at The Terra Cotta Financial Group, we take a personal view of private equity - from the position of the business owner. We view it as a key strategy for Business Succession. These are the businesses that are run by our client families. They are the backbone of our country and individual communities. We have introduced, and then taken our clients through, the consultative process a way to successfully realize the liquidity event they have worked toward all their lives. Our Partners have been through the process personally and have a wealth of knowledge and guidance to offer to help you to realize your dreams and enter into the next stages of your inspired life.
Unique, exclusive investments with tax advantages
Proprietary Capital Management
Providing businesses working capital to fund operations
Providing businesses working capital to fund growth
Managing Director for Terra Cotta Strategic Capital
Prior to joining Terra Cotta, Rob was employed at a leading Canadian boutique investment firm from 2009 - 2020. He was actively involved in investment banking, asset management, and advisory work, focusing on small to mid-cap markets. Prior to that, he spent 15 years in the healthcare and pharmaceutical market including MDS Healthcare Inc. and Vanguard Pharma where he was a co-founder and President.
Robert enjoys spending time with his wife and their four children - skiing, golfing, and cycling are common interests which keep them busy and active.
Chuck has close to 30 years health and benefits experience in SME, national account and public sector business. He has pioneered new technologies and delivered timely strategic counselling for his client organizations. Chuck’s focus is in providing life stage benefit plans, with education and