Robert C. F. Email & Phone Number

With over 15 years of diverse wealth management experience, I provide individuals with the professional insight and advice required to make informed, satisfying and beneficial decisions. I draw on my solid technical knowledge and diverse practical experience to assist clients in achieving their goals, dreams and financial security.As a center of stability, I influence clients through mentor-ship, client commitment and strong work ethics which guarantees excellence in all interactions. Results oriented, integrity, trust and dedication are the cornerstone of my reputation. In addition, I work closely with other specialists to provide integrated approaches to identifying and servicing client’s needs, deepening existing valuable client relationships. Solutions are delivered with confidentiality and creativity.Mission“Committed to continuous development”Specialties:✔ Wealth Management / Private Client Services / New Business Development ✔ Estate & Trust Administration / Power of Attorney & Guardianship / Elder Care & Incompetency✔ Financial Planning / Counseling / Budgeting & Cash Flow Management / Credit & Lending ✔ Investment Advice & Management✔ Project Coordination / Research & Reporting / Strategic Planning / CRM Systems✔ Compliance / Internal Controls / Risk management / Accounting / Auditing / Bank Examination

Listed skills include Investments, Banking, Risk Management, Estate Administration, and 16 others.

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  Estate Professional

  Clearestate

  Jun 2021 - Present - Toronto, Ontario, Canada

  ClearEstate is a start-up that offers a tech-enabled end-to-end solution for estate settlement serving mass-market executors. Our company’s mission is to disrupt traditional business models and empower underserved executors as an integrated financial services provider in the estate planning and execution space.► Review, prepare and submit estate settlement documents to relevant entities, including by not limited to the Courts, Government Agencies and Financial institutions.► Assist clients through difficult times and act as the single point of contact with other professionals (notaries, lawyers, tax accountants, etc.)► Perform legal research and assist with asset evaluation.► Act as a Subject Matter Expert to the product and development teams to improve the quality of our platform (estate settlement and planning product).► Test functionalities and provide feedback to the product and development teams.► Create and use templates for communicating with various stakeholders.