Bob has spent nearly 40 years as an independent financial advisor, including time as an estate planning consultant for a major Canadian insurer. Bob is a Certified Financial Planning Professional (CFP), Chartered Life Underwriter...
Bob specializes in guiding clients to make informed decisions regarding the accumulation, preservation and, ultimately, the most cost-effective and efficient transfer of assets to spouses, heirs and charities. Bob has a special interest in assisting small-business owners in risk management strategies and long-term