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
Click to Schedule an Appointment with Robert
"Working with Rob and Laurent was a real pleasure. Although the investment products we were talking about were very complex, they both were really great at breaking things down and explaining how they worked. Would highly recommend Safe Pacific to anyone who is thinking about long-term wealth creation and creating a strong financial foundation for themselves and their family." - William Hall
"I spent close to a year reviewing multiple insurance company policies before choosing to go with Robert and Laurent at Safe Pacific. The differences in cost-to-benefit of each policy I looked at while doing my due diligence was rather substantial. Safe Pacific's access to multiple providers yielded the cheapest and best policy I could find. Plus they're good guys, and that's worth a heck of a lot in my books when buying something like insurance." - Brook Ewert
"I contacted Safe Pacific Financial last year about an insurance strategy that would work for me and my husband after getting married and purchasing a home. I met with Robert who has knowledgeable and helpful in explaining the process of insurance plans. He put together multiple options that suited our needs and walked us through each of them to help us in our decision. " - Diana Skellet
"The great thing about working with [Safe Pacific] is the personal touch they add to the service and how they always make me feel like a priority. Thanks Laurent & Rob for taking care of me." - Sandra Wong
office phone:+1 (604) 628-9610