Every morning when I wake up, I endeavor and promise to give my clients a World Class Wealth Management Experience. We do this in three separate ways:
My unique background as Lawyer, Finance MBA and Portfolio Manager allows me to provide my clients with the breadth and scope of unmatched investment advice.
From the simplest things such as returning phone calls and emails to the more complicated minutia of providing replies to all reporting requests. World Class Service.
Providing every one of our clients with unparalleled premier investment. World Class Investment Solutions.
"Rob has met and surpassed my expectations of working with financial advisors. He takes the time to really know his clients, which gives me every confidence that not just my financial goals are well understood but also my comfort level. He regularly provides updates and has always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to Rob’s guidance."− Tom K.
"Many thanks to Rob and FNB, because of the investments we have made with FNB, we have been able to support our four daughters through post-secondary education. We appreciate the guidance that Rob has provided in helping us make sound financial decisions."− Mary R.
"Rob has been our financial advisor for the past two and a half years. He has always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provides us with ongoing financial advice as our needs and markets change. Rob takes the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though Rob truly cares about our family, our finances, and our future."− Samantha and Ryan H.