Robert W. Rowe, CFP, CLU, CHS
Life Insurance Advisor.
Selectpath Benefits and Financial Inc.
Bob has spent nearly 40 years as an independent financial advisor, including time as an estate planning consultant for a major Canadian insurer. Bob is a Certified Financial Planning Professional (CFP), Chartered Life Underwriter
(CLU), Certified Health Insurance Specialist (CHS), and has most recently achieved the Certified Executor Advisor (CEA) designation.
Bob specializes in guiding clients to make informed decisions regarding the accumulation, preservation and, ultimately, the most cost-effective and efficient transfer of assets to spouses, heirs and charities. Bob has a special interest in assisting small-business owners in risk management strategies and long-term
Bob has recently welcomed his daughter, Vickey, into his practice. For the past 10 years, Vickey has been working with clients in Southwestern Ontario using a holistic financial planning approach. She is a specialist in financial and estate planning and has recently achieved the Trust and Estate Practitioner (TEP) designation.
Chartered Life Underwriter Canadian Institute of Chartered Life Underwriters Financial Planning Standards Council Advocis – The Financial Advisors Association of Canada