Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
What Sets Us Apart:
21 August, 2017
The antagonistic exchange between the leaders of North Korea and the U.S. has dominated the news and caused volatility to increase... Read more
25 November, 2016
Beginning in 2017, you will receive two new annual reports reflecting the performance and cost of your investments. These reports ... Read more
My wife and I have been clients of Bob's for over 12 years. We talk or meet on a monthly basis to review our portfolio, and to discuss trends. We feel well looked after and take great comfort in having Bob involved in our financial affairs.
To use an analogy from his favourite sport, 'we have not hit many home runs, but nor have we struck out very often'. What we have managed has been a very high on-base percentage & that is exactly what I wanted from him.