Robert Trickett, CFP®, CEA
Financial PlannerRobert is a professional dedicated to helping clients by ensuring that they receive the highest level of service. He looks forward to forming relationships with clients and giving them peace of mind when most needed.
Robert holds the internationally recognized designation of Certified Financial Planner (CFP®). He has also successfully completed the following:
• Certified Executor Advisor Course (CEA)
• Canadian Mutual Funds Course
• Life & Accident/Sickness Insurance LLQP course.
When he’s not working Robert enjoys British Columbia’s backyard whether its fishing in the ocean or local lakes to skiing down the mountain side during the winter.
Insurance products available through Robert Trickett