Doug Robinson, Cfp, Rrc, Cim

Doug Robinson, Cfp, Rrc, Cim Email and Phone Number

CEO, Veritable Wealth Advisory @ Veritable Wealth Advisory
1001 Champlain Avenue, 300,Canada
Doug Robinson, Cfp, Rrc, Cim's Location
Peterborough, Ontario, Canada, Canada
Doug Robinson, Cfp, Rrc, Cim's Contact Details

Doug Robinson, Cfp, Rrc, Cim work email

Doug Robinson, Cfp, Rrc, Cim personal email

n/a
About Doug Robinson, Cfp, Rrc, Cim

As CEO and Co-Founder of Veritable, Doug is reimagining how Client’s financial futures can be planned for with confidence. Since co-founding the Firm, Doug has been building thought-leadership into the Firm’s DNA. As an unwavering champion of financial planning and preparing Clients’ for a confident future, he and his exceptional team continue to actively deliver more value to Clients and provide remarkable experiences.

Doug Robinson, Cfp, Rrc, Cim's Current Company Details
Veritable Wealth Advisory

Veritable Wealth Advisory

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CEO, Veritable Wealth Advisory
1001 Champlain Avenue, 300,Canada
Website:
veritablewealthadvisory.com
Employees:
14
Doug Robinson, Cfp, Rrc, Cim Work Experience Details
  • Veritable Wealth Advisory
    Ceo, Wealth Advisor
    Veritable Wealth Advisory Mar 2019 - Present
    I have the privilege and responsibility to lead our wealth advisory practice serving high net worth families and successful business owners across various areas including retirement planning, tax optimization, cash flow optimization, estate planning, risk management, and investment strategies. The outcome for our Clients with complex financial needs is to ensure we help them achieve their long-term financial goals confidently.
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  • Investors Group
    Executive Financial Consultant
    Investors Group Sep 1991 - Feb 2019
    Investors Group Financial Services Inc.
    View

Doug Robinson, Cfp, Rrc, Cim Skills

Estate Planning Retirement Planning Strategic Financial Planning Retirement Investments Financial Advisory Risk Management Financial Planners Finance High Net Worth Individuals Cash Management Small Business Portfolio Management Financial Planning Private Wealth Management Strategic Planning Wealth Team Building Customer Service Banking Personal Financial Planning Business Succession Planning Tax Preparation Personal Tax Planning Business Tax Planning Wealth Management

Doug Robinson, Cfp, Rrc, Cim Education Details

Frequently Asked Questions about Doug Robinson, Cfp, Rrc, Cim

What company does Doug Robinson, Cfp, Rrc, Cim work for?

Doug Robinson, Cfp, Rrc, Cim works for Veritable Wealth Advisory

What is Doug Robinson, Cfp, Rrc, Cim's role at the current company?

Doug Robinson, Cfp, Rrc, Cim's current role is CEO, Veritable Wealth Advisory.

What is Doug Robinson, Cfp, Rrc, Cim's email address?

Doug Robinson, Cfp, Rrc, Cim's email address is do****@****oup.com

What schools did Doug Robinson, Cfp, Rrc, Cim attend?

Doug Robinson, Cfp, Rrc, Cim attended The University Of Western Ontario.

What are some of Doug Robinson, Cfp, Rrc, Cim's interests?

Doug Robinson, Cfp, Rrc, Cim has interest in Children, Economic Empowerment, Education, Grandkids And Mg Sports Cars, Health.

What skills is Doug Robinson, Cfp, Rrc, Cim known for?

Doug Robinson, Cfp, Rrc, Cim has skills like Estate Planning, Retirement Planning, Strategic Financial Planning, Retirement, Investments, Financial Advisory, Risk Management, Financial Planners, Finance, High Net Worth Individuals, Cash Management, Small Business.

Who are Doug Robinson, Cfp, Rrc, Cim's colleagues?

Doug Robinson, Cfp, Rrc, Cim's colleagues are Julie Dickson, Kim Le Page, Adam Brown, Julia Fear, Jerome Losorata, Rob Wojtasik, Daniel Perras, Cfp®, Clu , Cim®, Tep.

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