Robert W. Rowe
CFP, CLU, CHS
Life Insurance Advisor.
Manulife Securities Investment Services Inc.
Selectpath Benefits and Financial Inc.
- Chartered Life Underwriter
- Canadian Institute of Chartered Life Underwriters
- Financial Planning Standards Council
- Advocis – The Financial Advisors Association of Canada
Bob has spent the last 28 years as an independent financial advisor, including time as an estate planning consultant for a major Canadian insurer. Prior to entering the financial services industry, he was a secondary school teacher.
Bob has expertise in insurance, financial, investment and estate planning. His primary focus is assisting the 60 plus age group in reducing taxes, increasing income and enhancing wealth. Through the right combination of products and preparation, Bob guides clients in the accumulation, preservation and ultimately the most tax effective transfer of assets to spouses, heirs and charities.