BA, CLU, TEP
Rob has been a life insurance specialist for more than thirty years, working as an integral member of his clients’ advisory teams. He provides practical solutions for business owners and professionals to manage their human resources and protect their wealth.
Rob earned the professional designations of a Certified Financial Planner, Chartered Life Underwriter and Trust and Estate Practitioner. He is a Partner of Creative Planning Financial Group and a Past- President of our professional association, Advocis Toronto and The Estate Planning Council of Toronto.
Rob is a member of The Society of Estate and Trust Practitioners, The Conference for Advanced Life Underwriters and a Life Member of the Million Dollar Round Table.