Rob is a Financial/Retirement Income Specialist focusing his career in providing qualified knowledge, skill, and expertise for pre and post retirees and small to medium size business owners.  Out of thousands of financial professionals in Canada, he is unique in that he has a combined Accounting/Financial Planning background, and he utilizes those finely honed skills as a former Accountant and a Certified Financial Planner to provide specialized expertise and solutions for his clients. He is committed to providing the best service and investment advice to his clients.  He is continually upgrading his knowledge and skills in investment management, insurance, tax, and estate planning. 

Rob works closely with a team of accountants, tax experts and lawyers to ensure his clients have qualified contacts to refer to if necessary.  By consistently putting the clients’ interest first, he has built a solid client base and expanded business through introductions from satisfied clients. 

Rob believes that investment success is much more dependent on following a proven plan, and investing for the long term, rather than gambling on trends.  He works closely with clients to develop an appropriate asset mix suitable to each client’s goals and comfort level and to generate retirement income while preserving capital.

In today’s complex world, investment, retirement, tax, and estate planning decisions cannot be made in isolation from each other.  It’s important to look at your overall financial picture and be guided by a trusted and professional financial advisor. 

In his leisure time, Rob has spent many years in the sports world playing football, baseball, curling and hockey. However, his passion has been being involved in basketball, as a player, referee, club coach and university Associate Head Coach. Rob is an avid golfer and a member at Glendale Golf & Country Club.