A strategist at heart, Rob Sleegers likes to plan your plan. He offers you choices, helps you choose the most flexible plan for you, and then develops the plan with you. Every step of the way.
Rob believes his own strong family ties contribute to his passion for helping clients make better choices. His primary goal for families is to provide financial planning services that encompass the right mix of flexibility and opportunity to drive their personal financial goals. Rob is cross-border licensed, being registered in the United States with FINRA. This allows him to solve cross border challenges for clients with unique situations.
Rob has a Master’s degree in Public Administration from Western University specializing in local government.
Rob has a strong dedication to personal fitness and to charitable involvement. A competitive runner, he has competed in various running, cycling and triathlon events, including Ironman. He is also director on the Board for the Forest City Road Races.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.