Meet Rob, a distinguished Financial/Retirement Income Specialist dedicated to providing expert knowledge, skill, and tailored solutions for affluent families and business owners. What sets Rob apart in the Canadian financial landscape is his unique combination of Accounting and Financial Planning background. As a Certified Financial Planner and a Master Financial Planner - Philanthropy, he leverages these finely honed skills to offer specialized expertise.
Rob is unwavering in his commitment to delivering the best service and investment advice to his clients. Continually updating his knowledge and skills in investment management, insurance, tax, and estate planning, Rob places clients' interests at the forefront. This client-centric approach has allowed him to build a robust client base and expand his business through referrals from satisfied clients.
Rob's belief is that investment success relies heavily on following a proven plan. In today's intricate financial landscape, decisions related to investment, retirement, tax, and estate planning are interconnected. Rob emphasizes the importance of assessing the overall financial picture and being guided by a trusted and professional financial advisor.
Beyond his financial expertise, Rob has immersed himself in the sports world, participating in basketball, football, baseball, curling, hockey, and golf over the years. His true passion lies in basketball, where he has contributed as a player, referee, club coach, and university Associate Head Coach. Rob is also an avid golfer and a proud member at Heron Point Golf Links.
