Rob exudes confidence and calm in the financial realm. He’s known for simplifying the complex. He brings years of experience and deep long-lasting relationships to the Elevate Wealth community. With three decades of experience in the financial industry, he knows how to craft clear financial goals for families with full schedules.
Rob graduated from the University of British Columbia with a Bachelor of Science, and then added a Master of Science, also from UBC. After graduation, he worked for Canada’s largest bank before joining HollisWealth’s predecessor (Great Pacific Management) in 1987. In the interim, Rob has become a CERTIFIED FINANCIAL PLANNER® professional, a Level 2 Life Insurance Agent, a Certified Professional Consultant on Aging, and a Chartered Investment Manager.
Rob specializes in “retirement transition”, helping clients to shift their focus from their working years with a minimum of upheaval. Though he lives in New Westminster, his work is impacting families all over the lower mainland.