|
CFP, Investment Associate
 Robert was born and raised in York Region. He is a resident of Richmond Hill and has been so for the last 29 years. Robert’s eight years of industry experience lends itself to assisting both Neil and Michael in providing innovative personalized strategies for their clients, including preparing comprehensive financial plans and providing investment and wealth management advice to clients.
Robert ensures clients are kept up-to-date on market developments, relevant strategies and any initiatives that ensure clients receive a value-added experience. Robert has also achieved the Canadian Securities Course, Conduct and Practices Course, Professional Financial Planning Course, Wealth Management Techniques, Derivative Fundamentals/Options Licensing, Certified Financial Planner and Level II Life/Accident and Disability Insurance License.
|
Robert Caldarola 
