Rob focuses on providing quality portfolio management and estate planning services to retired and soon-to-be retired individuals. Many of his clients are successful business owners who rely on him to identify tax advantaged and succession planning opportunities, both from within and outside their corporate structure. Rob attributes much of his longevity and success to working in a team environment. He is equally comfortable working alongside his client’s tax and legal advisors or utilizing his own team in order to achieve the best outcome for their specific situation.
Rob has over 40 years of industry experience, both as an advisor and a senior manager. He has earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP)® and Chartered Investment Manager (CIM) designations.
Rob is married with two grown daughters and two grandchildren. He lives in the Olympic Village community of Vancouver and in his spare time he enjoys spending time with friends and family, golf, recreational hockey, and travel.