Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Vice President, Investment Advisor and Financial Planner
Tel: (403) 260-9345
Fax (403) 260-9107
|With over 20 years of financial services experience, Robert is a professional Investment Advisor who listens to understand investor’s objectives in creating and securing wealth. Robert’s innovative, structured and disciplined approach to investing provides an effective, proven strategy to attain individual investor’s goals and objectives.
Robert’s academic background includes a Bachelor of Commerce degree from the University of Alberta and the Financial Management Advisor’s designation (FMA) in addition to acceptance to the Academy of Fellows of the Canadian Securities Institute (FCSI). The FCSI designation is recognized as the highest honour in the financial services industry. Robert has received many awards of achievement for teamwork and superior customer service in the financial industry. Additionally, he has successfully completed the Professional Planning Course and Wealth Management Techniques Course and in addition, is able to offer Option trading to his clients. Robert is also a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
Financial Planning, Retirement Planning, Estate Planning , Tax & Estate Planning and Conservative Wealth Management
English & Chinese