Team

Our team of experts are here to help you find the right path

Robert W. Rowe CFP, CLU, CHS

Sarnia Office Certified Financial Planner

  • Chartered Life Underwriter
  • Canadian Institute of Chartered Life Underwriters
  • Financial Planning Standards Council
  • Advocis – The Financial Advisors Association of Canada

Bob has spent the last 28 years as an independent financial advisor, including time as an estate planning consultant for a major Canadian insurer. Prior to entering the financial services industry, he was a secondary school teacher.

Bob has expertise in insurance, financial, investment and estate planning. His primary focus is assisting the 60 plus age group in reducing taxes, increasing income and enhancing wealth. Through the right combination of products and preparation, Bob guides clients in the accumulation, preservation and ultimately the most tax effective transfer of assets to spouses, heirs and charities.

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Sarnia

704 Mara Street, Suite 111
Point Edward, ON N7V 1X4

Tel: (519) 344-7494

Toll-Free: (800) 362-8544

London

310-700 Richmond Street
London, ON N6A 5C7

Tel: (519) 675-1177

Toll-Free: (888) 327-5777