Rob Bauml, CFP

Certified Financial PlannerTM
Life Insurance Agent, Summit Financial Planners Inc. | Mutual Funds Representative, Manulife Securities Investment Services Inc.  

Rob Bauml

"Your interest is our best interest"

Rob joined Summit Financial in September of 2006, after eight years of working independently in the financial services industry. He brings his knowledge to his clients in an enthusiastic package.

Rob is a certified financial planner, (C.F.P.), General member and Committee member of Advocis –the financial advisors association of Canada and can offer mutual funds through Manulife Securities Investment Services Inc.

Although Rob does have a basic process for meeting and dealing with clients, he believes that everyone is different. Because he deals with Business Owners, Retirees, Professionals, Young Couples etc, he realizes that different solutions are needed for different people. Rob has learned that everyone deserves a customized approach.

Whether you need Insurance, or tax advice, or you have money to invest or you have to deal with debt, he hopes to be able to guide you, so that you can do the most with what you have. So if you need a simple retirement projection or a fully integrated financial plan, Rob is here to help in any way he can.

Rob's Involvement in Vernon

Rob is involved in many aspects of the community. He is passionate about sports and has dedicated thousands of hours to grass roots and provincial sport development through various sport leadership roles, but especially in coaching. “My Saskatchewan roots have helped to shape my beliefs. Being part of the community I live in and contributing my time and energy towards making Vernon a better place to live is important to me. So being involved while helping young kids gain a love for physical activity just seems to be a natural way for this to happen.” Rob’s main sports include hockey, soccer, cross country skiing and golf, but if you know Rob, you know that he will coach or play any sport you introduce him to.

"This business is all about my clients.  When they are happy and successful, then my business will be as well.  I want my clients to understand what they are doing, and to feel comfortable that they can call us any time with any type of financial question."

My Team

Corrie Bauml
Executive Assistant, Manulife Securities Investment Services Inc. | Executive Assistant, Summit Financial Planners Inc.

Corrie Bauml

"Don't just live life... Jazz it up"

Corrie did not set out with her further education to be a financial assistant, (unless training in interior design fits in there somewhere) but she did know that she wanted to help people find happiness. She still finds time to ‘renovate and decorate’ now and then and this included decorating the current Summit offices.

Outside of the office, Corrie is a dedicated mother, who finds time to be involved in the community. Her favorite past time is playing in the Jazz, Second Wind and Community Bands, but she also plays and coaches soccer in her spare time and loves to cross country ski when she can.

"I want our clients to be happy to see us, satisfied with their results and assured that the service provided is with their best interest in mind. My best day is one where I can answer a question, offer a solution, lessen a concern or have a friendly catch up chat with our clients. Getting to know our clients as friends gives us a better understanding as to how they feel about their financial welfare and what works best for them."

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