Life moves fast, but that doesn't mean the time I spend with clients should be rushed. I choose to invest time with each client up front to develop the kind of relationship that truly helps me understand what is most important to them. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Over the past 20 years in the financial industry I have learned invaluable lessons in financial planning. Starting as a registered trader for the Toronto Stock Exchange to large bank investment firms, I have developed a philosophy to partner with the clients I serve. Throughout my many years in this industry, I've seen investors panic and make emotional choices with their long-term savings. We can work together in partnership to build personalized strategies.
One of the greatest compliments I receive is when a client refers others to my branch. Every client I work with, referral or new they deserve to experiences quality advice.
Outside of work, I am an active member of local community groups that advocates for quality growth and health within the community.
In my free time, I like to focus on spending quality time with my family.
- Retirement Savings Strategies
- Education Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Protection Strategies
My Personal Interests
- Spending Time with Family
- Real Estate
Phone NumberRobert H Lipfeld at (416) 227-0711
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