Retirement Income Specialist
"Your Family Advisor"
Business owners, retirees, professionals and families , who are seeking a strong income and wealth protection plan will benefit most from working with Robert.
You will appreciate his patience, knowledge and understanding, as he takes the time to personally get to know you before offering any financial advice.
As a business owner, Robert understands the importance of quality, cost effectiveness, and time efficiency. He has a strong commitment to staying on top of current economic trends, acquiring 30 hours of continuing education yearly.
As a CFP Professional, he is highly trained to offer financial advice using proven investment and insurance-based strategies for building and preserving wealth. He is a member of the Financial Planning Standards Council (FPSC) and the Canadian Institute of Financial Planners (CIFP).
Having lived in the Okanagan for more than 25 years, Robert is an avid musician who loves the outdoors. Being very active in a variety of community organizations, youth activities, and local initiatives, he also enjoys hiking, canoeing, playing his guitar, judo, and spending time with Michelle and their four children.
BOTTOM LINE:
“I’ve made a commitment, in terms of time and expense, to maintain my professional designation, licensing
and associate memberships. While it’s not mandatory in our industry, it does mean that
I am serious about being in the business.”
Our Info
Mailing Address:
#202 2540-53rd Avenue
Vernon, BC V1T 9W8
Phone:
Toll Free: 866-888-8448
Vernon: 250-542-5500
Kelowna: 250-862-8448
Fax:
250-542-0044
Everyone has goals and desires for the future but unless we have an unlimited supply of money, most of us will have to make some important choices along the way… Financial planning is about doing more with what you currently have.
As a registered CFP practitioner, I am dedicated to the highest level of professionalism in providing financial planning advice. The better I get to know you, the more effective I can be in helping you attain your goals.
My Team
Faye Rolston, Administrative Assistant
Faye started in the financial services industry in 2001, obtaining her Administrative Assistant’s diploma in 2005. She began working with Robert in 2007.
Her efficient, enthusiastic and professional approach has proven to be invaluable in this role. Faye works with a smile and takes pride to ensure Robert’s clients receive the best service possible.
I am a firm believer in treating others the way I want to be treated; with respect, trust, care and understanding.
I believe how I perform my job ultimately reflects on who I am as a person, so it is my goal each and every day to do my very best to provide our client’s with the best possible service.
