Robert Trickett

Customer Services Manager

Robert is a professional dedicated to helping clients by ensuring that they receive the highest level of service. He looks forward to forming relationships with clients and giving them peace of mind when most needed. His responsibilities include: scheduling client meetings and preparing required paperwork, monitoring fund and insurance companies to ensure instructions are accurately processed, coordinating seminars and handling investment instructions for term deposits.

Robert has successfully completed the Canadian Mutual Funds Course, Life and Accident/Sickness Insurance course and is currently pursuing his Certified Financial Planning Designation.
 

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.