Vice President, Tax & Wealth
Robert Handelman is Vice President, Tax & Wealth at Fiera Investments LP. He assists advisors with the delivery of custom solution strategies for affluent investors and helps to deepen client relationships. He is a resource to help advisors and clients understand the numerous benefits and applications of the Fiera Class Funds.
Mr. Handelman was most recently at Edward Jones as the Director of Tax & Financial Planning. He also spent a number of years at Ernst & Young LPP as a Senior Tax Specialist providing holistic tax solutions to owner managers and their private businesses.
Mr. Handelman earned an Honours Bachelor of Business Administration (BBA) from the Schulich School of Business and was on the Dean’s List. He is a Chartered Professional Accountant (CPA), a Chartered Accountant (CA), a Chartered Investment Manager (CIM), a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU), and has his CICA in-depth tax certification.
Outside of work, Mr. Handelman is involved in a number of philanthropic causes. He chairs the Israel Bonds Young Leadership Division and serves as a board member on the Jewish Foundation’s Professional Advisory Committee. In 2012, he was honoured by the UJA as one of the top 10 young professionals under 40 in recognition of his philanthropic and career achievements.