Senior Financial Advisor
Robert began his career in the financial services industry in 1985 with Vancouver Financial Planning Consultants (VFPC) and FPC Securities . In 1998 Assante bought FPC where Robert continues to offer his wealth management expertise. Robert has been helping his clients plan for their futures for 35 years, and many of his original clients are still with him today. These partnerships are truly lifelong, and he seeks to replicate this experience with all new clients as well.
Robert lives in South Burnaby with his wife of 32 years, Tracy, and has two children, Lucas and Justin.
Outside of Financial Planning Robert's interests include travel and fitness. He has run 11 marathons so far.
Robert has this to say to new and old clients alike:
"The journey of life is different for everyone, and there are many different potholes in the road that show up along the way. I have advised on almost every situation one can think of, and I have even gone through a lot of these situations myself. Ageing parents with dementia, elder care, estates and taxes, children and tuition, family cottage, and more. My goal for clients is to help them set and achieve their own goals realistically and educate them along the way."
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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