Rob Eby Rrc Cfp®

Rob Eby Rrc Cfp® Email and Phone Number

Certified Financial Planner @ IG Wealth Management
Winnipeg, MB, CA
Rob Eby Rrc Cfp®'s Location
Winnipeg, Manitoba, Canada, Canada
Rob Eby Rrc Cfp®'s Contact Details
About Rob Eby Rrc Cfp®

Welcome to Rob Eby & Associates Private Wealth Management. We have built our business around the individual needs of clients' transition to and through retirement. We have a financial planning business with over 140 years of experience.We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. The IG Living Plan is for successful people who like working with professionals, are open to new ideas, and who are willing to take the time to plan for the future. They also take responsibility for being engaged in the planning and implementation process.We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. We have created a unique approach to income protection which helps you enjoy your life to the fullest by using advanced strategies to protect your income during retirement.If you take the time to create a plan to protect your income during retirement, you will likely achieve a much better result. You will more likely have enough income to support your desired lifestyle. You'll feel more relaxed and confident. And therefore, you'll be able to truly enjoy your retirement.That's why we recommend you do three things:Honestly assess your current situation.Clarify your personal and financial goals for retirement.Develop and implement a plan to protect your income during retirement.

Rob Eby Rrc Cfp®'s Current Company Details
IG Wealth Management

Ig Wealth Management

View
Certified Financial Planner
Winnipeg, MB, CA
Employees:
270
Rob Eby Rrc Cfp® Work Experience Details
  • Ig Wealth Management
    Certified Financial Planner
    Ig Wealth Management
    Winnipeg, Mb, Ca
  • Advocis
    Past Chairman - Tfaac Board Of Directors
    Advocis Jun 2022 - Present
    Canada
    Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country. Advocis offers designations, continuing education opportunities, industry-leading publications, and membership in a chapter network that includes mentorship programs, study groups, practice development, and more.
  • Advocis
    Chairman - Tfaac Board Of Directors
    Advocis Jun 2021 - Jun 2022
    Canada
  • Advocis
    Vice Chairman - Tfaac Board Of Directors
    Advocis Jun 2019 - Jun 2021
    Canada
  • Advocis
    Secretary - Tfaac Board Of Directors
    Advocis Jun 2018 - Jun 2019
    Canada
  • Advocis
    Treasurer - Tfaac Board Of Directors
    Advocis Jun 2017 - Jun 2018
    Canada
  • Advocis
    Chairman - Chapter Leadership Council
    Advocis Jun 2015 - Jun 2017
    Canada
  • Advocis
    Prairies Regional Representative - Chapter Leadership Council
    Advocis Nov 2011 - Jun 2015
  • Advocis
    Chairman - Winnipeg Chapter
    Advocis Nov 2009 - Nov 2011
  • Advocis
    Treasurer - Winnipeg Chapter
    Advocis Nov 2007 - Nov 2009
  • Ig Wealth Management
    Certified Financial Planner
    Ig Wealth Management May 2006 - Present
    Winnipeg, Canada Area
    Investors Group Financial Services Inc. Rob Eby & Associates, IG Private Wealth Managementon technology department. Over a 10-year period, Rob distinguished himself and rose through the ranks to become Manager of Sales TecRob began his career with IG Wealth Management in the informatihnology Research, Development and Training, responsible in part for the implementation and training of financial planning tools at IG Wealth Management. Rob comes from a legacy of financial planners. Rob’s grandfather, father and sister are all financial planners who have worked within the IG Wealth Management community. I am part of a rich family history with IG Wealth Management, spanning 140 years. “My Grandfather started with IG Wealth Management in 1931 and worked for over 40 years. My father, Peter worked with IG Wealth Management for 52 years, my sister, Charla has just over 27 years experience and at present, I have accumulated 27 years with IG Wealth Management.”
  • Eisi
    Vp Strategic Business Development
    Eisi Oct 2000 - May 2006
    Rob’s role in sales technology at IG Wealth Management led him to explore a six-year career with Emerging Information Systems Inc. (EISI)—North America’s premier provider of financial planning software and services. For EISI, Rob served as VP of Strategic Business Development, which has granted him first-hand experience working with many of the largest financial institutions in the development and implementation of their financial planning processes.
  • Siemens Healthcare
    Regional Manager Technical Sales
    Siemens Healthcare Jun 1999 - Sep 2000
    Managed all business development activities relative to Enterprise Resource Planning and Electronic Patient Record solutions for the healthcare marketplace in Canada. Participated in business model research of the Canadian healthcare marketplace for development and integration of services with Siemens Global Healthcare Practice.
  • Eds Group
    Sales Executive
    Eds Group Apr 1998 - Jun 1999
    Responsible for the achievement of sales objectives, account planning and execution, account team management, consultative solution selling, sales presentations, vendor management, proposals and forecasting. Represented all lines of business including systems integration consulting, e.solutions, network integration services, management consulting, infrastructure and application outsourcing, product sales, technical services and training systems.
  • Ig Wealth Management
    Manager, Technology Research & Development
    Ig Wealth Management Jan 1997 - Apr 1998
    Participated in the development of an enterprise wide Internet/Intranet strategy. Developed the business case, piloted and implemented a series of three courses on the use of financial planning software.Led the research and development of various distance learning strategies including Internet/Intranet, Multimedia, Satellite and Video Conferencing technologies. Defined measurement models for determining ROI, NPV and effectiveness of training. Managed and coordinated the technology upgrade and training of 4500+ Sales Force members in the support of the Investors Group Sales Automation platform.
  • Investors Group Financial Services Inc.
    Manager, Technology Training, Strategic Initiatives
    Investors Group Financial Services Inc. Feb 1996 - Dec 1996
    Managed the outsourcing of technology training, from vendor research and issuing a Request for Proposal through to contracting.Managed the complete training solution as part of the project management team, involving 10,000 person days training in a 90-day period with a budget exceeding four million dollars. Coordinated the Sales Automation project exhibits at 7 area sales conventions attended by over 7,000 people.
  • Investors Group Financial Services Inc.
    Manager, Sales Software Development & Training
    Investors Group Financial Services Inc. Aug 1994 - Jan 1996
    Researched, selected and implemented financial planning and customer relationship management software. Addressed the Sales Force and Sales Management at several conventions and educational conferences on opportunities to leverage sales productivity using software. Researched and led the training and implementation of several Sales Automation pilots.
  • Investors Group Financial Services Inc.
    Senior Systems Analyst
    Investors Group Financial Services Inc. Aug 1992 - Aug 1994
    Defined the business and sales process requirements for the Sales Automation project.Facilitated the benchmarking of new business process with other best in class sales organizations in North America. Participated with IBM consultants in the development of the end-to-end systems architecture for Sales Automation.
  • Investors Group Financial Services Inc.
    Intermediate Systems Analyst
    Investors Group Financial Services Inc. Mar 1990 - Aug 1992
    Led the logical and physical systems design and provided project management for the development and implementation of an automated commission system and its interface to the back end mutual fund accounting systems.
  • Investors Group Financial Services Inc.
    Intermediate Programmer
    Investors Group Financial Services Inc. Sep 1988 - Mar 1990
    Managed the design and development of a sales performance management system to automate the tracking and reporting of day-to-day Sales Force and Sales Management activity.
  • Shell Canada
    Programmer Analyst
    Shell Canada Aug 1985 - Aug 1987
    Worked in the application development and technical support of Shell Canada's inventory, sales, pricing and marketing systems.

Rob Eby Rrc Cfp® Skills

Strategic Financial Planning Retirement Planning Wealth Management Financial Planners Retirement Investment Strategies Estate Planning Mutual Funds Investments Investment Advisory Disability Insurance Life Insurance Critical Illness Risk Management Wealth Financial Advisory Business Development Pensions Strategy Insurance Financial Services Financial Planning

Rob Eby Rrc Cfp® Education Details

  • Advocis - Wealth Management And Estate Planning
    Advocis - Wealth Management And Estate Planning
    Certified Financial Planner Program
  • Advocis - Comprehensive Practices In Risk And Retirement Planning
    Advocis - Comprehensive Practices In Risk And Retirement Planning
    Certified Financial Planner Program
  • Advocis - Contemporary Practices In Financial Planning
    Advocis - Contemporary Practices In Financial Planning
    Certified Financial Planner Program
  • Advocis - Financial Planning Fundamentals
    Advocis - Financial Planning Fundamentals
    Certified Financial Planner Program
  • Canadian Institute Of Financial Planning - Wealth Accumulation
    Canadian Institute Of Financial Planning - Wealth Accumulation
    Certified Financial Planner Program
  • Canadian Institute Of Financial Planning - Personal Financial Planning
    Canadian Institute Of Financial Planning - Personal Financial Planning
    Certified Financial Planner Program
  • Dakota Collegiate
    Dakota Collegiate

Frequently Asked Questions about Rob Eby Rrc Cfp®

What company does Rob Eby Rrc Cfp® work for?

Rob Eby Rrc Cfp® works for Ig Wealth Management

What is Rob Eby Rrc Cfp®'s role at the current company?

Rob Eby Rrc Cfp®'s current role is Certified Financial Planner.

What is Rob Eby Rrc Cfp®'s email address?

Rob Eby Rrc Cfp®'s email address is ro****@****oup.com

What schools did Rob Eby Rrc Cfp® attend?

Rob Eby Rrc Cfp® attended Advocis - Wealth Management And Estate Planning, Advocis - Comprehensive Practices In Risk And Retirement Planning, Advocis - Contemporary Practices In Financial Planning, Advocis - Financial Planning Fundamentals, Canadian Institute Of Financial Planning - Wealth Accumulation, Canadian Institute Of Financial Planning - Personal Financial Planning, University Of Manitoba, Dakota Collegiate.

What skills is Rob Eby Rrc Cfp® known for?

Rob Eby Rrc Cfp® has skills like Strategic Financial Planning, Retirement Planning, Wealth Management, Financial Planners, Retirement, Investment Strategies, Estate Planning, Mutual Funds, Investments, Investment Advisory, Disability Insurance, Life Insurance.

Who are Rob Eby Rrc Cfp®'s colleagues?

Rob Eby Rrc Cfp®'s colleagues are B Ng, Jacinthe Mallais, Elaine Jose, Robert Middelkoop.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.