Our Team
My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective.
NIGEL STARK
STARK & COMPANY
Robert Pesti
Wealth and Insurance Specialist: Licensed for Securities and Life Insurance Products
Rob has 33 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.
My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective.
NIGEL STARK
STARK & COMPANY
My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective.
NIGEL STARK
STARK & COMPANY
Greg Shearing, CIM
Wealth and Insurance Specialist
Licensed for Securities and Life Insurance Products
Greg joined the Legacy Group in 2018 to partner with Rob in continuing the 40+ years of Conservative Retirement and Estate Planning for our clients. Greg is now the managing partner. Greg has over 15 years of experience in managing clients wealth and brings a strong passion in assisting people with their financial planning needs. He believes that the combination of strong planning skills, along with the proper delivery of financial products, combined with personal care and trust, are the best ingredients for our client solutions. These are the combinations that the Legacy Group has believed in and delivered to our clients for our 40-year history and will continue to do so in the future.
Greg has achieved the Chartered Investment Management (CIM) designation, and is continuing to work towards the Certified Financial Planner (CFP) designation. Both of these are part of his passion for continued learning and are ranked as the highest credentials required for the planning industry.
Greg is a 5th generation Vancouver Islander. He attended the University of Alberta, which allowed him to experience some Prairie Winters (right of passage for every Canadian!) even though he naively only brought a west coast Gore-tex jacket when he first moved there! Needless to say, his desire was to come back to the Island, where he met his wife Amanda. They enjoy being new parents to daughter Olive, as well as traveling, sports, and living healthy.
My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective.
NIGEL STARK
STARK & COMPANY
My experience and involvement with Rob shows he understands the needs of his clients both from a technical perspective and most importantly from a personal perspective.
NIGEL STARK
STARK & COMPANY
Rya Pesti
Office Manager
Rya was born and raised in the Cowichan Valley on Vancouver Island. Priding herself on customer service she has won multiple awards that have varied from leadership & citizenship awards to running her own franchise and winning the customer service award two years in a row. After attending Camosun College and Vancouver Island University pursing Human Resources and Finance she decided to begin her career in finance. She is currently continuing her education geared towards financial planning while working full time as our office manager. When Rya’s out of the office she is either hiking a mountain, biking or in the water swimming.