It has been a pleasure working with Rob over the many years. I trust his expertise and value his friendship.”
— W Rees - Client for over 20 years

we are your retirement planning specialists

Rob  co-wrote   Paycheques and Playcheques in   2014.  The   book   pulls on  Rob's  extensive   retirement   planning   expertise  and  is  a powerful retirement   how-to  based   on  the   American  best-seller "Paychecks  & Playchecks."  Rob  is  regarded  as a  retirement  expert and has  spoken to countless  groups  about  the methods  in his book.  When you meet  with him,  you  will  find   that  his  expertise is  not  only  based  on  years  of experience in retirement planning, but on the math and science it takes to get you there.  

Are you  nearing  retirement and  do you have  a defined  benefit pension plan?  If  you need help navigating  this exciting new  stage in life,  Rob  is happy  to meet with  you to  go over your plan  and advise you on the best next steps. 

Pension Review

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