Owner
Advisor Audit
AeroLeads people directory · profile
Rob Charron Cim® Cfp® Fma Email & Phone Number
Owner
at
Advisor Audit
1 work email found
@ipcc.ca
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 71%
Who is Rob Charron Cim® Cfp® Fma? Overview
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Quick answer
Rob Charron Cim® Cfp® Fma is listed as Owner at Advisor Audit, based in Mississauga, Ontario, Canada. AeroLeads shows a work email signal at ipcc.ca and a matched LinkedIn profile for Rob Charron Cim® Cfp® Fma.
Rob Charron Cim® Cfp® Fma previously worked as Portfolio Manager at Investment Planning Counsel and Senior Wealth Advisor at Investment Planning Counsel.
Company email context
Email format at Advisor Audit
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*@ipcc.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Rob Charron Cim® Cfp® Fma. Compare company email patterns before reaching out.
Profile bio
About Rob Charron Cim® Cfp® Fma
I believe success is not a zero-sum game. Having benefited from incredible support and mentorship throughout my decades in the financial industry, I embrace opportunities to pay it forward by drawing on my experience to help other advisors achieve greater success.As an avid golfer, I enjoy the camaraderie of a round with friends while also striving to improve my skills. What I’ve discovered is that this approach fits equally well in my personal life and professional life, and enhances both.If you’re an Advisor who has an entrepreneurial spirit, I’d love to book a time with you to discuss what IPC has to offer. Contact me at rob.charron@Ipcc.ca
Current workplace
Rob Charron Cim® Cfp® Fma's current company
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6 roles
Rob Charron Cim® Cfp® Fma work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Jun 2021 - Present
Senior Wealth Advisor
CurrentI draw on decades of experience as a financial advisor and business owner to help clients manage all aspects of their financial life with purpose and confidence. My approach to supporting clients starts with listening carefully so I can gain a deep understanding of their needs and provide thoughtful, trusted advice.As an avid golfer, I enjoy a round with.
Mar 2004 - Present
Regional Vice President Of Advisor Recruiting
As Regional Vice President of Advisor Recruiting, I help advisors optimize their book of business, enhance client relationships, and map out a succession plan. This starts with listening to advisors’ needs and wants and discussing their goals and objectives. By understanding where they’re coming from and where they’d like to go, I can provide the.
Nov 2019 - Aug 2021
Branch Manager
Mar 1996 - Mar 2004
Financial Advisor
Jan 1994 - Mar 1996
FAQ
Frequently asked questions about Rob Charron Cim® Cfp® Fma
Quick answers generated from the profile data available on this page.
What company does Rob Charron Cim® Cfp® Fma work for?
Rob Charron Cim® Cfp® Fma works for Advisor Audit.
What is Rob Charron Cim® Cfp® Fma's role at Advisor Audit?
Rob Charron Cim® Cfp® Fma is listed as Owner at Advisor Audit.
What is Rob Charron Cim® Cfp® Fma's email address?
AeroLeads has found 1 work email signal at @ipcc.ca for Rob Charron Cim® Cfp® Fma at Advisor Audit.
Where is Rob Charron Cim® Cfp® Fma based?
Rob Charron Cim® Cfp® Fma is based in Mississauga, Ontario, Canada while working with Advisor Audit.
What companies has Rob Charron Cim® Cfp® Fma worked for?
Rob Charron Cim® Cfp® Fma has worked for Advisor Audit and Investment Planning Counsel.
How can I contact Rob Charron Cim® Cfp® Fma?
You can use AeroLeads to view verified contact signals for Rob Charron Cim® Cfp® Fma at Advisor Audit, including work email, phone, and LinkedIn data when available.
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