Rob Wojtasik

Rob Wojtasik Email and Phone Number

Providing wealth advisory and integrated investment solutions to families with complex needs. @ Veritable Wealth Advisory
burlington, ontario, canada
Rob Wojtasik's Location
Burlington, Ontario, Canada, Canada
Rob Wojtasik's Contact Details

Rob Wojtasik work email

Rob Wojtasik personal email

About Rob Wojtasik

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

Rob Wojtasik's Current Company Details
Veritable Wealth Advisory

Veritable Wealth Advisory

View
Providing wealth advisory and integrated investment solutions to families with complex needs.
burlington, ontario, canada
Employees:
4
Rob Wojtasik Work Experience Details
  • Veritable Wealth Advisory
    Wealth Advisor
    Veritable Wealth Advisory Feb 2023 - Present
    Burlington, Ontario, Canada
    I 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

Insurance Investments Wealth Management Financial Services Retirement Planning Investment Strategies Estate Planning Strategic Financial Planning Budgets Financial Advisory Financial Planners Wealth Retirement Critical Illness Financial Planning Budgeting Sales

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.

Not the Rob Wojtasik you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.