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."
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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