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Start your Journey on the Right Path®

Every client conversation begins with the same question - where are you now and where do you want to be? When you can clearly articulate your goals, building a path to get there becomes easy. We've been in business over 20 years and have the expert team of advisors and deep knowledge to get you to your destination.

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
succession planning.

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