“For the past 20 years I have been a passionate and dedicated Financial Planner. If there is one thing which stands out in my mind, is that above all, trust is the key to the Financial Planner-Client relationship and something I take very seriously.”
From the initial client meeting, Rob’s focus is and remains on client needs. He develops customized and comprehensive financial plans, based on every client’s individual financial situation and objectives. Successful financial planning requires ongoing monitoring and adjustments to the plan as required. Providing advice and client education are also key to Rob’s passion for Financial Planning. Rob enjoys working with people and helping clients to achieve their financial goals is his ultimate objective.
Rob is dedicated to maintaining a balanced life through family, career and leisure activities. He is an avid hockey fan and in the “off season” keeps busy golfing, staying healthy and fit, to keep up with the fast pace of our modern world. Rob and his wife, Margo, enjoy being with family and friends, vacationing in northern Ontario in the summer and southern destinations in the winter.