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Safe Pacific Financial

Robert Trasolini

Robert founded Safe Pacific to build long-term trust by providing top-tier advice and service to his clients.

Profile

Robert was born and raised in Vancouver and began his career as an advisor in 2010. He has since founded Safe Pacific Financial Inc with the mandate to build long term trust by giving the best advice and service possible to his clients. The company was built on the philosophies of independence, relationship focus, with no pressure, and no rush. Robert has specialized in working with business owners and professionals in the Vancouver area. He is most passionate about working with his clients to better understand their financial situations. Robert believes that by uncovering their goals, and the potential challenges they may face, he is able to proficiently help clients achieve their objectives.

When Robert is not working he spends time with his wife and two year old daughter. He also enjoys biking the sea wall, playing beach volleyball and enjoying the outdoors. Robert is licensed to serve clients in BC, Alberta and Ontario.

Designations and Awards

  • Bachelors of Arts (Geography/Business) - University of Victoria
  • PFA – Professional Financial Advisor
  • MDRT (Member) – Million Dollar Round Table (Court of the Table)
  • President’s Circle – Top 100 Financial Advisors in Canada
  • Elite 30 – Top 30 Financial Advisors in Western Canada

Industry Associations

  • Member – Advocis The Financial Advisors Association of Canada
  • Member (Past President) – BNI Creekside
  • Panelist – BC Estate Planning Forum
  • Speaker – Building Blocks for Success & Strategies for Success

Client Testimonials

What our clients have said about working with Robert

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Articles

Recent Insights From Robert Trasolini

Read some of Robert’s Expert Insights.

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Infinite Banking
3 min read
Robert's Keynote Presentation at the 2022 Estate Planning Summit

How Life Insurance can help with Estate Planning In this video Robert summarizes the biggest problems of estate planning that can be solved through Life...

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Insurance
3 min read
Robert Trasolini - MDRT: Top of the Table Award

What this award signifies The Million Dollar Round Table (MDRT), founded in 1927, is a global association of the world's leading life insurance and financial...

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Insurance
3 min read
Building Trust with Expert Knowledge. Q and A with Robert Trasolini of Safe Pacific

As the Co-Founder of Safe Pacific, Robert Trasolini brings extensive experience working with high net worth clients on the estate planning side. He launched Safe...

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