I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research. I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust. My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices. Rob has been a financial professional for more than 23 years, and is currently registered with IPC Investment Corporation (IPC). He is a Certified Financial Planner (CFP®), so you can be sure that he provides professional planning services. To earn the CFP designation, Rob had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Rob also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. In addition, Rob has successfully completed both the IFIC Branch Managers Course and the Exempt Market Products Course. Rob was fortunate to be introduced to his passion of investing at the young age of 13 by a teacher in Seven Persons where he grew up. Rob and his wife, Melanie, have four children aged 22, 19, 19, and 13. No, it wasn’t a typo, they have twins. The oldest 3 are all boys followed by Daddy’s little girl. Sports have always been a passion of Rob’s; ranging from his time in high school and college as a nationally ranked wrestler, to his current participation in cycling and golf. Rob’s golf handicap has been as low as a 9, but is currently hovering in the 18 range. Rob has also served on the board for the Raymond golf club, and spent time there as President of the board. Rob currently serves as a councillor for the Town of Cardston. While his boys were in high school Rob served with local sports organizations his kids were involved with (most recently football.) And has served as the Treasurer and later President for the local Minor Football Association. In watching his kids play sports Rob has developed a love of sports photography, and his proficiency there has led him to combine his love of photography and sports. He has been granted credentials to photograph the Tour of California Professional cycling race and the Tour of Utah Professional cycling race. He has also been granted credentials to photograph Div 1 College Football in the US and the CFL in Canada.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.