Robert Cliff, Cfp
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Robert Cliff, Cfp Email & Phone Number

Wealth Management Advisor at MAC FINANCIAL SERVICES INC.
Location: Waterloo, Ontario, Canada 6 work roles 1 school
1 work email found @bmo.com 2 phones found area 416 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@bmo.com
Direct phone (416) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Management Advisor
Location
Waterloo, Ontario, Canada
Company size

Who is Robert Cliff, Cfp? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Robert Cliff, Cfp is listed as Wealth Management Advisor at MAC FINANCIAL SERVICES INC., a with 4 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at bmo.com, phone signal with area code 416, and a matched LinkedIn profile for Robert Cliff, Cfp.

Robert Cliff, Cfp previously worked as VP Financial Planning - Cambridge/Guelph at Bmo Financial Group and Area Manager - Specialized Sales - Western ORD at Bmo Bank Of Montreal. Robert Cliff, Cfp holds Bachelor Of Business Administration (Bba) from Brock University.

Company email context

Email format at MAC FINANCIAL SERVICES INC.

This section adds company-level context without repeating Robert Cliff, Cfp's masked contact details.

*@bmo.com
68% confidence

AeroLeads found 1 current-domain work email signal for Robert Cliff, Cfp. Compare company email patterns before reaching out.

Profile bio

About Robert Cliff, Cfp

Robert Cliff, Cfp is a Wealth Management Advisor at MAC FINANCIAL SERVICES INC.. He possess expertise in sales, customer service, relationship management, strategic financial planning, banking and 20 more skills. He is proficient in French.

Listed skills include Sales, Customer Service, Relationship Management, Strategic Financial Planning, and 21 others.

Current workplace

Robert Cliff, Cfp's current company

Company context helps verify the profile and gives searchers a useful next step.

MAC FINANCIAL SERVICES INC.
Mac Financial Services Inc.
Wealth Management Advisor
waterloo, ontario, canada
Employees
4
AeroLeads page
6 roles

Robert Cliff, Cfp work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current

Waterloo, Ontario, Canada

MAC Financial Services Inc. provides integrated wealth-management services by working with the accountants at MAC LLP and the licensed portfolio managers at TriCert Investment Counsel. As your Wealth Management Advisor, I will work with you to create a comprehensive financial plan and quarterback the implementation to secure your future, so that you can enjoy the things you love.www.mac-ca.com/mac-financial-services

Mar 2020 - Present

Vp Financial Planning - Cambridge/Guelph

Cambridge/Guelph

Leading an exceptional team of professional Financial Planners in the Cambridge and Guelph market. Looking for Advice? Our team is comprised of Professional Financial Planners who are dedicated to meeting the retirement and investment needs of our clients. With a broad range of wealth partners and cooperation with our great branch network, we are truly here to help guide our clients to financial success.

Nov 2015 - Mar 2020

Area Manager - Specialized Sales - Western Ord

London, On

Managing and coaching the Mobile Mortgage Specialist team for Ontatio South-West

Nov 2012 - Nov 2015

Builder Account Manager

Ontario East

Relationship Management and Acquisition of new Home and Condo Builders in Ontario East Region.

Feb 2011 - Nov 2012

Senior Financial Advisor

Td Canada Trust Financial Group

Achievements:Earned Professional Financial Planning designationElected to Champions Club 2010

Sep 2008 - Feb 2011
1 education record

Robert Cliff, Cfp education

FAQ

Frequently asked questions about Robert Cliff, Cfp

Quick answers generated from the profile data available on this page.

What company does Robert Cliff, Cfp work for?

Robert Cliff, Cfp works for MAC FINANCIAL SERVICES INC..

What is Robert Cliff, Cfp's role at MAC FINANCIAL SERVICES INC.?

Robert Cliff, Cfp is listed as Wealth Management Advisor at MAC FINANCIAL SERVICES INC..

What is Robert Cliff, Cfp's email address?

AeroLeads has found 1 work email signal at @bmo.com for Robert Cliff, Cfp at MAC FINANCIAL SERVICES INC..

What is Robert Cliff, Cfp's phone number?

AeroLeads has found 2 phone signal(s) with area code 416 for Robert Cliff, Cfp at MAC FINANCIAL SERVICES INC..

Where is Robert Cliff, Cfp based?

Robert Cliff, Cfp is based in Waterloo, Ontario, Canada while working with MAC FINANCIAL SERVICES INC..

What companies has Robert Cliff, Cfp worked for?

Robert Cliff, Cfp has worked for Mac Financial Services Inc., Bmo Financial Group, Bmo Bank Of Montreal, Td Canada Trust Financial Group, and United Way Centraide Canada.

How can I contact Robert Cliff, Cfp?

You can use AeroLeads to view verified contact signals for Robert Cliff, Cfp at MAC FINANCIAL SERVICES INC., including work email, phone, and LinkedIn data when available.

What schools did Robert Cliff, Cfp attend?

Robert Cliff, Cfp holds Bachelor Of Business Administration (Bba) from Brock University.

What skills is Robert Cliff, Cfp known for?

Robert Cliff, Cfp is listed with skills including Sales, Customer Service, Relationship Management, Strategic Financial Planning, Banking, Financial Planning, Mortgage Lending, and Microsoft Office.

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