Head Office
Unit 2 - 15 Cadillac Avenue Victoria, BC V8Z1T3 P. 250 480 1095 F. 250 590 3626 ![]() Robert Pesti, CLU, EPCLicensed for Life Insurance Products Rob has 27 years experience in the financial services industry, starting as a money trader for a schedule A Bank and then advancing into Estate and Retirement planning. Rob brings to the company, experience in the wealth management services area along with a solid working knowledge of creative tax strategies. Rob completed his Elder Planning Counselor course in 2004 which complements his Chartered Life Underwriting degree. In 2016, Rob achieved his Chartered Investment Manager designation (CIM). This designation is a step further in partnering with our existing Portfolio Managers and providing professional management advice for our clients. He has had extensive experience in assisting individuals and business owners with their intricate transitions. These can involve everything from marriages, divorces, births, deaths, retirement, health problems, aging, selling businesses or business succession. All these "life events" impact us in ways that usually involve finances. Rob's role is to assist in walking through these issues in the most efficient way. When away from the office Rob enjoys spending time on his acreage with his wife Maureen and their 2 daughters.
Email ROBERT![]() Rya Pesti,
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Head Office
Unit 2 - 15 Cadillac Avenue Victoria, BC V8Z1T3 P. 250 480 1095 F. 250 590 3626 ![]() Greg Shearing, CIM
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