Rob Wojtasik Email and Phone Number
Rob Wojtasik work email
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Rob Wojtasik personal email
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As a Wealth Advisor at Veritable, I have the privilege of serving many families with complex financial planning needs, offering them specialized wealth planning and investment management expertise. With over 20 years of experience in the financial services industry, we have developed a comprehensive and holistic approach to help our clients achieve and maintain their financial independence. I hold the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations, which reflect my high standard of excellence and knowledge in my field.Our mission is to build strong and lasting relationships with our clients, based on trust, care, and attention. We genuinely want clients to live well and confidently, and we tailor our services to their unique goals and circumstances. I also enjoy giving back to my community and supporting various causes and charities. Outside of work, I am a proud father of two wonderful children, and I love being active and competitive in sports, such as hockey, golf, and mountain biking.I invite you to connect with me and learn more about how I can help you and your family.Ph: 289-999-2308Email: rob@veritablewealth.com
Veritable Wealth Advisory
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- veritablewealthadvisory.com
- Employees:
- 4
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Wealth AdvisorVeritable Wealth Advisory Feb 2023 - PresentBurlington, Ontario, CanadaI have the privilege and responsibility to provide personalized advisory expertise to clients across various areas including retirement planning, tax optimization, cash flow optimization, estate planning, risk management and investment strategies. The outcome for clients with complex financial needs is to ensure I help them achieve their long-term financial goals.
Rob Wojtasik Skills
Frequently Asked Questions about Rob Wojtasik
What company does Rob Wojtasik work for?
Rob Wojtasik works for Veritable Wealth Advisory
What is Rob Wojtasik's role at the current company?
Rob Wojtasik's current role is Providing wealth advisory and integrated investment solutions to families with complex needs..
What is Rob Wojtasik's email address?
Rob Wojtasik's email address is ro****@****oup.com
What are some of Rob Wojtasik's interests?
Rob Wojtasik has interest in Investing, Golf, Mountain Biking, Hockey, Home Renovation Projects, Travel.
What skills is Rob Wojtasik known for?
Rob Wojtasik has skills like Insurance, Investments, Wealth Management, Financial Services, Retirement Planning, Investment Strategies, Estate Planning, Strategic Financial Planning, Budgets, Financial Advisory, Financial Planners, Wealth.
Who are Rob Wojtasik's colleagues?
Rob Wojtasik's colleagues are Daniel Perras, Cfp®, Clu , Cim®, Tep, Julia Fear, Matt Galbraith, Alesha Burkitt, Kim Le Page, Andrew Down, B.comm.(Hon.), Cfp®, Cim®, Rrc®, Julie Dickson.
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