Rob HarderMBA, CFP®, CIM, FEA

Investment Advisor

Rob is an Investment Advisor and works directly with our clients to create investment and tax savings strategies. He takes the plan created by Stephanie and builds investment management and tax savings strategies that help accomplish the plan.

Rob has worked in the financial services industry since 1998 and continues to believe he makes a significant difference in the lives of his clients by providing qualified, expert advice.

Rob specializes in advising small-business owners, professionals and self-employed individuals, based on a solid understanding of their unique investment goals, tax situation and insurance planning needs.
Rob is a Certified Financial Planner® (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP® designation, he had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements.

Rob is committed to ongoing education and recently achieved his Family Enterprise Advisor (FEA) certification. This is an intensive certification process that has given him specialized tools to advise Family Owned Businesses. Rob also holds the Chartered Investment Manager Designation (CIM) which allows him to offer specialization in high-level investment strategies tailored to affluent clients. He also attended the University of Manitoba where he completed his Masters of Business Administration (MBA).

Community Involvement

With a young and active family, Rob has volunteered his time to coach various sports teams for his children over the years including, football, baseball and soccer.

Personal Information

When Rob is not at work he enjoys time with his wife and 4 children. A couple of their favorite family activities during the summer are camping and gardening. Rob also enjoys keeping active by playing football and running regularly. He has completed the Toronto Waterfront Marathon and the Anthem Richmond Marathon.
 

Insurance products available through Robert Harder.