Robert Mendel, CIM
Montreal, QC
Education
Credentials
Registrations
About
Robert works closely with high-net-worth individuals, families, business owners, and institutions, guided by a simple philosophy: be accessible and tell it like it is. He believes in straightforward, honest communication and strives to build relationships based on trust and transparency. Robert approaches client situations with empathy, thinking like his clients while providing clear, expert guidance.
With 35 years in financial services, he is committed to frequent communication to ensure clients feel informed and confident in their decisions. Robert takes pride in being a steady and reliable partner, focused on helping people achieve long-term security and confidence.
Outside of work, Robert enjoys sports and traveling.
Team
Jocelyne Kim
Manager, Portfolio Administration
Jocelyne manages client services and front office operations at Palos, drawing on 16 years of experience in client service and administration. She began her financial career progressing from cashier to cash and transactions auditing, building a strong foundation in financial operations.
Jocelyne holds a BA in Economics and has completed the CSC and CPH courses in 2012. She is known for her assertive calmness and a friendly, attentive approach.
Outside of work, Jocelyne enjoys hiking and spending time outdoors with family and friends. She values positive feedback from clients and colleagues as a key motivator.