Robert Hurdman work email
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Robert Hurdman personal email
Robert Hurdman has nearly two decades of expertise in advising families and individuals in Canada. His passion for personalized financial planning is evidenced by holding both the Certified Financial Planner® (CFP) and the Chartered Investment Manager® (CIM) designations. He is committed to providing insightful, unbiased advice to Canadians who want to enjoy retirement on their terms, without worrying about money.Robert firmly believes in understanding each person's unique circumstances. Taking the time to conduct comprehensive discovery meetings and engage in active listening, he gains a big-picture view of their unique financial circumstance. This deep understanding allows him to craft personalized financial plans that align with clients' specific needs and desired outcomes, incorporating their long-term goals and quality of life. Emphasizing investment strategies, tax optimization, and estate planning, his plans encompass all relevant areas to ensure a comprehensive and tailored approach.Robert goes beyond financial planning by providing ongoing guidance and educational resources to support clients in making informed financial decisions. He holds regular reviews to assess progress and make adjustments when needed. Further, he collaborates closely with tax and legal professionals, aiming to optimize tax strategies and minimize tax burdens for families and individuals. The result is a long-term relationship built on trust, empathy, and personalized attention.
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Certified Financial PlannerQuiet Wealth Mar 2022 - PresentCalgary, Alberta, CanadaAs a dedicated Certified Financial Planner, I specialize in providing personalized financial advice tailored to your unique situation, addressing your needs, concerns, and retirement dreams. With a proven track record of expertise and experience, I guide you towards financial security. My integrated approach takes into account various aspects of your financial life, offering strategies that both protect and grow your wealth. I understand the sensitivity and personal nature of your money, and I build trust through professionalism, clear communication and putting your interests first. Let's embark on your journey to a secure and fulfilling retirement. Start the conversation by requesting a phone call, and we'll craft a retirement strategy that allows you to enjoy your retirement on your terms, without worrying about money. Learn more by visiting my website at https://www.quietwealth.ca.Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. -
Cfp Program InstructorAshton College Sep 2015 - PresentOnlineI teach the knowledge required to become a Certified Financial Planner.
Robert Hurdman Skills
Robert Hurdman Education Details
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Master'S Degree -
Bachelor Of Arts - Ba
Frequently Asked Questions about Robert Hurdman
What company does Robert Hurdman work for?
Robert Hurdman works for Quiet Wealth
What is Robert Hurdman's role at the current company?
Robert Hurdman's current role is Enjoy Retirement on Your Own Terms.
What is Robert Hurdman's email address?
Robert Hurdman's email address is rh****@****ies.com
What schools did Robert Hurdman attend?
Robert Hurdman attended University Of Calgary, Université Laval.
What skills is Robert Hurdman known for?
Robert Hurdman has skills like Investment Research, Investment Management, Financial Planning, Insurance Planning, Investment Portfolios.
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