Mission Statement To be the premier provider of investment advice and timely service, offering our clients quality products, the right information for confident decision-making and the commitment to superior returns on investments.
With over 15 years of financial services experience, Robert is a professional Investment Advisor who listens to understand investor's objectives in creating and securing wealth. Robert's innovative, structured and disciplined approach to investing provides an effective, proven strategy to attain individual investor's goals and objectives. Robert's academic background includes a Bachelor of Commerce degree from the University of Alberta and the Financial Management Advisor's designation (FMA) in addition to acceptance to the Academy of Fellows of the Canadian Securities Institute (FCSI). The FCSI designation is recognized as the highest honour in the financial services industry. Robert has received many awards of achievement for teamwork and superior customer service in the financial industry.
Education Bachelor of Commerce Degree (Accounting Major) University of Alberta
Canadian Securities Course Professional Financial Planning Course Wealth Management Techniques Course Options Course Life, Accident & Disability Course
Fred L. James** CFP, CH.F.C., CLU, TEP Estate Planning & Insurance Specialist
A former Vice President with a major insurance company and a life and qualifying member of the prestigious Million Dollar Round Table, Fred brings 35 years of experience to meet your life insurance and investment needs.
A graduate of the University of Alberta, Fred holds the designations of Chartered Financial Consultant, Certified Financial Planner, Chartered Life Underwriter and Registered Trust and Estate Planner. As a former professional football player for two Grey Cup teams in the Canadian Football League, Fred knows what it takes to be a winner – commitment and teamwork.
Fred believes the needs of his clients require individual attention to help them make informed choices about their financial requirement. Problem solving is his specialty.
Fred is committed to fulfilling the retirement and estate planning needs of his clients. Well versed in the relevant areas of taxation and financial planning, he specializes in providing services addressing generational planning needs, business succession planning, estate friendly investing charitable giving and retirement income planning.
As an Estate Planning Specialist, he works in conjunction with other consultants to provide the comprehensive advice and services that is required to prepare for a comfortable life in retirement.
1All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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