Robert S. Metcalfe, CFP®, CIM, FCSIFinancial Advisor
Bob's primary responsibility is to work directly with clients in the establishment and maintenance of comprehensive financial plans. Depending on each individual's personal needs this could involve any or all of following: investment planning including asset allocation, tax planning and preparation, estate planning, life and disability insurance analysis, and debt reduction planning.
He also assists companies in establishing employee benefit programs. With the assistance of his spouse, Lois, they ensure all day to day operations run efficiently and effectively.
Since beginning his career in 1984, Bob has attained many industry accreditation's including:
Certified Financial Planner
Fellow of The Canadian Securities Institute
Canadian Investment Manager
Branch Manager, Mutual Funds
Branch Manager, Securities
Professional Financial Planning
Life Insurance, Level 1 and 2
Canadian Securities Course (Honours)
Member of the Financial Planners Standards Council of Canada
Insurance products available through Robert S. Metcalfe.