Rod Abbott, CFP, CH.F.C.
Rod received his MBA from the University of British Columbia in 1984 and is a Certified Financial Planner®. Many individuals have benefited from his presentations on increasing retirement income, reducing tax, and effective estate planning. He has written for Prime Life magazine and has been quoted in the Victoria Times Colonist. Rod has served on the boards of Lambrick Park Church and SALTS (Sail and Life Training Society), chairing the latter for two years. Rod enjoys being a member of the Vancouver Island Chapter of the Canadian Association of Gift Planners.
Rod lives in Cadboro Bay with his wife Tricia. They have three children, Charlotte, Olivia, and Liam, and two miniature dachshunds, Sherlock and Minnie. With the recent addition of Wyatt, Ellie, and Jayla they are also enjoying the next chapter of their lives as grandparents. When not in the office, Rod can be found golfing, fishing, and exploring the west coast on his boat, Pacific Loon.
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
Leave a Note
Please fill out the form below