Rob MacRae, R.F.P., CFP, CIM
SENIOR FINANCIAL ADVISOR
I currently serve as Vice-President, Branch Manager and Senior Financial Advisor at Assante Capital Management Ltd. I am a founding shareholder of Assante Wealth Management.
I have been a guest radio host in the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010. I have been quoted as a financial specialist in national print media dating back to 1999. Since 1991 I have hosted over 100 public seminars on financial success.
My educational accomplishments include three degrees, a Bachelor of Physical Education, Bachelor of Education and a Bachelor of Business Administration with honors. Professionally I am a decorated financial planner holding the certifications of Certified Financial Planner, Registered Financial Planner and Certified Investment Manager.
My proudest accomplishment is my family, which includes my wife Marie and children Sarah, Riley and Meghan.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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