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Robert Sandberg

Certified Financial Planner
Investment Representative

With more than 20 years 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 that help clients who fit this profile; • Professionals, business owners, executives and retirees • Wish to secure financial independence for themselves and their family; protect wealth while fulfilling retirement; passing wealth onto the next generation • Life goals such as feeling more confident about life and money; achieve greater prosperity; make a significant impact in their community; live an extraordinary life • Looking for an experienced, trustworthy financial planner with a structured approach who understands the unique goals of clients and can deliver comprehensive life and wealth management solutions

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Recent posts

Supporting your parent’s legacy

May 15, 2022 - Canada Life

If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...

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Inflation 101 – what’s inflation and what does it mean for you?

May 05, 2022 - Canada Life

Let’s take a look at some of the positive and negative aspects of inflation...

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The true cost of vehicle ownership—how much to budget for a car

May 01, 2022 - Canada Life

Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...

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