Robert Sandberg, CFP®, CLU

Certified Financial Planner
Investment Representative

I have more than 20 years of experience serving and advising clients. I’ve built a reputation for being a client-focused and valued-based financial planner. I specialize in wealth creation strategies for clients who fit the following profile:

  • Professionals, business owners, executives and retirees
  • Wish to secure financial independence for themselves and their family. These clients may wish to protect their wealth, fulfill their desired retirement lifestyle, and pass some of their wealth on to the next generation.
  • Wish to work towards achieving their financial life goals. This could include generally feeling better educated and more confident about their money, making a positive impact in their community, and having the needed money to live their desired lifestyles.
  • Looking for an experienced, trustworthy financial planner who has a structured approach and understands their unique goals. An advisor who can deliver tailored, comprehensive life and wealth management solutions.
     

Let's work together and help you with your financial goals.

Testimonials

Carl's Testimonial

"Since Rob introduced his services to my wife and I, and we now have a better understanding of what planning is required from us to meet our retirement goals. We appreciate Rob’s constant attention to our needs and demands, and the fact that he meets with us throughout the year to keep us informed on the markets and the performance of our portfolio."

- Dr. Carl Bertrand – Family Physician
 

Howard's Testimonial

"Working with Rob has been one of our most important financial decisions. He has always provided good solid advice and creative investment strategies to meet our retirement goals, and even in difficult economic times, we know our finances are in good hands. Rob is a pleasure to work with and always accommodates our schedules. We have recommended his services to many of our friends and neighbours."

- Howard Crerar - Project Manager
 

Jayne's Testimonial

"In all the years I have worked with Rob, there has never been a time that I didn't appreciate his help and advice. He has provided me with solutions to my long-term and short-term investment goals, and it's very reassuring to know that I have someone like Rob looking after my investments."

- Jayne Torr – Technical Project Manager
 

Jocelyn & Michael's Testimonial

“Rob as our financial planner has helped us balance daily life and retirement goals over the past four years. His sound financial advice is adapted to our pace and our values, and we are confident in our plan. We appreciate the flexibility to meet with Rob at our place after hours.”

- Jocelyn & Michael Popp