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"I encourage clients to look at situations through a different lens, then challenge myself to find creative solutions. One that comes to mind is a client who was struggling to sell the family business to one of their children. It took about a year, but they are now happily retired, knowing their legacy lives on."
With over 25 years in the financial services industry, Robert takes the time to listen to clients’ needs and understand their vision for the future. Robert is committed to your business and ensuring that you have the right financial information, when and where you need it.
Robert has the expertise and experience to provide business owners with recommendations and valuable advice to help make the right financial decision.
As a business advisor working out of our Whistler, Squamish and Pemberton branches, he is able to draw upon a strong team of specialists to take care of such matters as succession planning, key person insurance**, leasing, acquisitions, property development and more.
Insurance services provided by BlueShore Wealth.