Robert, who began his financial services career in 2004, offers clients a wealth of experience as a Financial Planner.

Robert holds a Bachelor of Management – Accounting (Advanced) degree from the University of Lethbridge in Alberta. As well, he has earned the prestigious designations of Certified Financial Planner (CFP) from the FP Canada, Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning (USA), and the Retirement Income Chartered Professional (RICP) from The American College of Financial Services (USA). He is also insurance licensed with the Alberta Insurance Council.

Robert harnesses his expert knowledge and many years of experience, including a previous position as staff accountant with one of Canada's largest accounting firms, to develop comprehensive wealth management solutions for clients. Robert has the breadth of experience, expertise and credentials to help ensure sound advice, expert execution and peace of mind for clients who seek simple solutions for a multitude of complex wealth management needs.

Born in Victoria and raised in Cranbrook, Robert is an avid outdoorsman. In the summer, he enjoys camping, hiking, mountain biking and golf. In the winter, he can be found playing hockey or back country skiing in the local mountains. Robert believes that a good balance of work and life is extremely important to maintain a healthy lifestyle.