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."
Lucas Sawatzky, CIM, CFP
Associate Financial Advisor
Lucas joined Assante in 2018 as an Associate Financial Advisor working alongside Robert Sawatzky.
Lucas has 7 years of experience in the wealth management industry; specifically working in various roles within CI Financial in both Toronto and Vancouver, where he gained valuable insights into the investment and wealth creation process.
Born and raised in Burnaby, B.C., Lucas attended McGill University in Montreal between 2009 and 2013 and graduated with a Major in Political Science and Minor in History. He has since obtained the Chartered Investment Manager (CIM) designation and Certified Financial Planner (CFP) Designation.
Currently Lucas lives in Vancouver and enjoys the lifestyle offered by the West coast – running, hiking, snowboarding, and scuba diving.
Christine is the Executive Associate to Robert Sawatzky and has worked with his team for over 7 years.
She joined Assante in the fall of 2010 as the receptionist and has worked in several capacities within the branch assisting with corporate administration and providing support for the accounting and processing departments.
Born and raised in Vancouver, Christine has her Bachelor of Arts degree from the University of British Columbia with a double major in English and Sociology. Christine has also successfully completed the Canadian Investment Funds Course and has her mutual funds license. She is currently working on obtaining her life insurance license.
Sarah has been with Assante since January 2019 and in March 2020 she joined Robert’s team as an Administrative Assistant. Sarah works closely with Christine to assist with meeting preparation, investment administration and providing excellent service to clients. She excels in paying attention to detail and is a valued addition to the team.
Sarah lives with her husband and son in Richmond, BC and enjoys spending time with her family and friends.
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