Profile
Mr. Pete Robic, CFA CA, is a Principal at Bluewater Investment Management.
He joined Bluewater in November 2003.
Mr. Robic started his investment career at UBS Bunting Warburg Inc. in 2000 as a research associate in the energy sector.
At UBS, he assisted the Canadian energy analyst in maintaining coverage of Canadian integrated oils, as well as large-, mid-, and small-cap E&P companies.
He also coordinated with the U.S.
and global energy teams on various international projects.
Prior to entering the financial industry, he worked in audit and corporate finance at KPMG.
He participated in business reviews, audits, and due diligence work on companies in various industries.
Mr. Robic earned his Bachelor of Arts degree in economics and geography from the University of Toronto in 1995, became a Chartered Accountant in 1999, and a Chartered Financial Analyst charterholder in 2001.
Former positions of Pete Robic
| Companies | Position | End |
|---|---|---|
Bluewater Investment Management, Inc.
 Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Portfolio Manager-Equities | 30/12/2012 |
UBS Bunting Warburg, Inc.
 UBS Bunting Warburg, Inc. Investment Banks/BrokersFinance Part of UBS Group AG, UBS Bunting Warburg, Inc. is a Canadian company that provides investment and securities trading related services. The company is based in Toronto, Canada. UBS Bunting Warburg was acquired by UBS AG, a subsidiary of UBS Group AG from UBS Securities Canada/Employees on January 19, 2006 for $122.84 million. | Corporate Officer/Principal | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Training of Pete Robic
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Bluewater Investment Management, Inc.
Bluewater Investment Management, Inc. Investment ManagersFinance Founded in 1994, Bluewater Investment Management, Inc. is an investment advisor located in Toronto, Ontario. The firm specializes in the management of equity portfolios for institutional and private clients. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
UBS Bunting Warburg, Inc.
UBS Bunting Warburg, Inc. Investment Banks/BrokersFinance Part of UBS Group AG, UBS Bunting Warburg, Inc. is a Canadian company that provides investment and securities trading related services. The company is based in Toronto, Canada. UBS Bunting Warburg was acquired by UBS AG, a subsidiary of UBS Group AG from UBS Securities Canada/Employees on January 19, 2006 for $122.84 million. | Finance |
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