Rob has been helping clients build and preserve their wealth for over 43 years. He is a graduate of St. Mary's University in Halifax and is committed to professional development, having attained his CFP®, CLU and TEP designations. 

 

Rob has a passion for educating his clients and simplifying the intricacies of the financial planning process. He is proud of organically building his business through excellent advice, professionalism and a genuine interest in his clients’ personal and financial well-being. Rob's most successful work is done with business owners and professionals. He also places an emphasis on multi-generational planning; a testament to the value he places on long-term client relationships.