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Financial Advice
Rob Whipp
Martin Kosterman
Ron Collum


Rob Whipp

Fiscal Agents
Savings & Investment Centre


25 Lakeshore Road West
Oakville, Ontario
L6K 1C6

Phone:...(905) 844-7700
Fax: . .. .(905) 844-8552
Email: r_whipp@fiscalagents.com

 


An Introduction...
  • Rob offers a full range of financial planning and investment services for his clients
  • Rob has over 24 years of experience in the financial sector
  • Rob graduated from McMaster University with a Bachelor of Commerce
Dedication & Commitment
Clients who visit the Oakville office to respond to Fiscal Agents' concept of Cornerstone Planning are likely to meet Robert Whipp on their first encounter. Rob is a financial advisor who is able to relate to a variety of situations and needs, which is beneficial since the clientele of Fiscal Agents represent people from all walks of life.

"I have to be versatile," says Rob. "Every day we meet new people with different goals and levels of investment experience. Those of us in the office have to be able to communicate with people on their level - from those with no investment experience to those who may be seeking a change in the management of their portfolios and are well informed."

Rob begins an information-gathering session with an in-depth analysis of each client's current financial situation. He helps them to look ahead to the future and ultimately to their retirement aspirations.

"We take a realistic look at the present to set goals for the future. Some people may simply be seeking our advice on a particular investment while others are seeking a long-term investment strategy. We can address the needs of both," he says.

Tax savings are always a concern and through Rob's analysis, clients are assisted in setting up RRSPs, RRIFs and non-registered accounts using an approach to minimize income taxes. It is this aspect of his experience and industry knowledge, where clients derive the greatest benefit. "We want to protect our clients' money while offering growth with a view to managing taxes and risk concerns through a variety of options."

Rob entered the financial services industry in 1976 and has a wealth of practical experience to draw on. His best clients are those who are realistic about their expectations and who are comfortable with a long term investment approach.

Rob describes working with his clients as "a satisfying experience" as he plays a part in helping clients get their finances in order. "We add structure with strong advice and our industry experience. That is satisfying to be involved in."

Rob on FiscalAgents.com

For a selection of Rob's written articles he has contributed to this or other websites, use this links below to view a Google-produced list.

Articles written by Rob appearing on FiscalAgents.com
Articles written by Rob appearing in Forever Young






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