Robert Dunlop, Cfp, Ris Email & Phone Number

As a client, you will enjoy Robert’s patience, knowledge and understanding, as he helps you to clarify your personal and business objectives. As a CFP Professional, Robert is highly trained to offer financial advice using proven strategies for building and preserving wealth. He has a solid background in business management and a strong personal commitment to staying on top of current economic trends.Having lived in the Okanagan for more than 25 years, Robert is an avid musician and outdoorsman. He is very active in a variety of community organizations, youth activities, and local initiatives. He enjoys hiking, canoeing, playing his guitar, and spending time with Michelle and their four children.BOTTOM LINE: “I’ve made a commitment, in terms of time and expense, to maintain my professional designation, licensing and associate memberships. While it’s not mandatory in our industry, it does mean that I am serious about being in the business. I really enjoy helping people work towards achieving their financial goals.”

Listed skills include Mutual Funds, Wealth, Financial Advisory, Strategic Financial Planning, and 25 others.