Rob Schmidt
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Rob Schmidt CFP®, FMA, ACUIC When Rob meets with his clients he knows there is more to investing than finding the best rate. He wants to make sure they receive the greatest overall return on their investments. This includes making sure their portfolio is structured in the most tax efficient way. Products have evolved over time and they may no longer be achieving what they were intended to. A comprehensive review can make sure everything is still on track. Rob has over three decades of experience in the financial services industry. He has advanced his career through many challenging positions including lending, investments, finance, sales and management. Using time-tested investment strategies and a solid base of financial planning, Rob will work with you to achieve your financial goals. Regina Quance Office Find out more about your Advisor, visit: IIROC AdvisorReport. Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. |
