Financial Advisor

Recognized as an industry leader, Bob provides the expertise and experience that comes from being a financial, retirement and estate planner to individuals and businesses for 40 years. He specializes in comprehensive financial planning for retirement and investment planning. He has spoken at industry related conferences, led numerous financial seminars and is an advisor to numerous business owners and high net worth individuals. His financial acumen makes him a valued asset to his clients.

Professional designations include CFP (Certified Financial Planner), Ch. FC (Chartered Financial Consultant and CLU (Chartered Life Underwriter).

Bob is a member of, and fully supports and abides by, the code of ethics and standards of professional conduct of The Financial Advisors Association of Canada (Advocis), Financial Planners Standards Council (FPSC), Canadian Initiative for Elder Planning Studies, Canadian Institute of Financial Planners, and Million Dollar Round Table.