Financial Security Advisor
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
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
office phone:+1 (604) 628-9610
mobile phone:+1 (778) 991-9073