Our Team

Rob is someone who genuinely enjoys helping people feel confident about their financial future. With 35 years in the industry and over 23 years of experience as a Certified Financial Planner (CFP®), he’s known for his thoughtful approach, independent advice, and commitment to building lasting relationships. Rob is registered with LP Financial Planning Services Ltd. and has completed advanced industry training, including the IFIC Branch Managers Course and the Exempt Market Products Course.

His passion for investing began at age 13, thanks to a teacher in his hometown of Seven Persons who sparked his curiosity. That early interest grew into a career built on integrity, professionalism, and a desire to make a meaningful impact in people’s lives.
Outside of work, Rob is a proud husband and father of four - including a set of twins. He’s an avid cyclist and golfer, a former nationally ranked wrestler, and a passionate sports photographer. His work behind the camera has earned him credentials to photograph professional cycling races, Division 1 college football, and the CFL. Rob has served as a town councillor for Cardston, and currently serves as the Head Coach for the High School Wrestling team.