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ROBERT P. YOUNG CFP®, CLU, TEP
CERTIFIED FINANCIAL PLANNER®
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Rob has been helping clients build and preserve their wealth for over 44 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. 

In his spare time, Rob enjoys watching and playing a variety of sports, as well as spending time at the cottage with family and friends.

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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Insurance products are provided through Young Financial Group. Young Financial Group is a personal trade name of Robert P. Young. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.  To view our Privacy Policy please visit: https://ia.ca/privacy-policy. 

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