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

Five ways you can spend less on entertainment

Jun 15, 2022 - Canada Life

To help you stay on budget while still doing the things you enjoy, check out these tips...

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May 2022 market update

Jun 07, 2022 - Canada Life Investment Management Ltd.

Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...

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Financial planning for LGBTQ+ families

Jun 01, 2022 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...

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