Robert S., Metcalfe CFP®, CIM, FCSI

Financial 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.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.