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Rob Brassard, Financial Advisor

FINANCIAL ADVISOR
Rob Brassard

CFP®
4114 50 Ave, Unit 102, Bonnyville, AB T9N 1C4opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Business owner considerations
  • Charitable giving
  • Education savings strategies
  • Estate and legacy strategies
  • Retirement income strategies

About Rob

I partner with my clients to understand what's important to them, their family, and their specific situation. I believe it's important to invest my time to understand what you're working toward before you invest your money. I use an established process, so we understand what is required to achieve your financial goals. Whether it be, preparing for retirement, living in retirement, preparing for the unexpected, or education savings. I take the time to explain what we are doing and why. Through the years, we partner together for the long term to ensure that you stay on track.

I hold the CFP®...

Work History

  • Edward JonesJune 2021 to Current

Personal Interests

  • Aviation
  • Curling
  • Fishing
  • Outdoor Enthusiast
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(780) 812-2423

Fax

(833) 742-6072

Office Address

4114 50 Ave
Unit 102
Bonnyville, AB T9N 1C4opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More