Rob Bauml, CFP, CLU, RIS
Life Insurance Agent, Summit Financial Planners Inc
iNVESTMENT FUND ADVISOR, Investia financial SERVICES inc.
"Your interest is our best interest"
Rob joined Summit Financial as a partner in September of 2006 and has 26 years of experience working independently in the financial services industry. He brings his knowledge to his clients in an enthusiastic package.
Rob holds a Certified Financial Planner designation, (C.F.P. 2005), and a Chartered Life Underwriter designation (CLU 2020) which is an advanced tax and estate planning designation. He is a proud member and Volunteer of Advocis –the Financial Advisors Association of Canada.
Your financial well-being is not just about investments!
Your financial decisions need to complement your life, and it is very important to have an Advisor who can discuss things like protecting your family, lowering your income tax bill, creating wills and powers of attorney, taking CPP early or late etc. Our knowledge of the financial system is where our Team adds real value to our clients. The Team continually educates themselves on new products, tax changes, and the various strategies that diverse clients need. Our knowledge can make a huge financial difference to your family.
Rob’s Team specializes in working with families who are nearing, or are at retirement. But we do cater to a wide age range of clients who are business owners or earn a regular salary. Regardless of your situation, Rob and Ilona are happy to guide you on your way to financial well-being.
Rob's Involvement in Vernon
Rob is an active volunteer in Vernon. “I come from a rural Saskatchewan community and those roots have helped to shape my beliefs. I believe it is important to contribute to your community, to make it a better place for everyone who lives there. I love sports, and helping kids and families stay active, while learning to love physical activity just seems to be a natural way for me to help.” Rob proudly holds a degree in Kinesiology from the University of Saskatchewan. He has dedicated thousands of hours to sport in BC through active coaching and coach training.
Rob is passionate about hockey and golf, and loves to cross country ski, fish, vegetable garden etc. But if you know Rob, you know that he is always game to try any new activity you introduce him to. Rob is a long-time member of the Kalamalka Rotary Club, and a member of the Board of the Vernon Golf and Country Club.
"This business is all about my clients. When they are happy and successful, then my business will be as well. I want my clients to understand what they are doing, and to feel comfortable that they can call us any time with any type of financial question."
Rob's Team
Ilona Nelson
LIFE INSURANCE AGENT, SUMMIT FINANCIAL PLANNERS INC.
MUTUAL FUNDS ADVISOR, INVESTIA FINANCIAL SERVICES INC.
Ilona joined Summit Financial in April 2019 as office manager. After returning from a 1-year sabbatical, she kicked it into high gear and dove headfirst into the Mutual Funds licensing course followed by the Life Insurance licensing course. She is now a registered Mutual Funds Advisor and registered Life Insurance Agent. She has been a part of Rob Bauml’s team since 2021.
She is the friendly voice when you phone in and the smile to greet you as you wait for your appointment. She is happy to assist clients with investment and insurance questions. She is looking forward to building strong connections with Rob’s clients and her own clients and building a strong team with Rob.
When not in the office, days are filled with adventures with her husband and 2 kids, no matter the season. Exploring, camping, paddle boarding and lake time are prominent in Ilona’s summers.
Corrie Bauml
Executive Assistant, Summit Financial Planners Inc.
Corrie has been working along side Rob since shortly after his start in the business 25 years ago. Coming from the banking world, Corrie was ready to move into this roll smoothly. During her full-time gig as Rob’s assistant and raising their two girls, Corrie has spent her off time enjoying: soccer, hockey, cross country skiing, hiking and performing with the Vernon Concert Band.
With the addition of Ilona Nelson to the team, Corrie is looking forward to less time in the office and more time enjoying her active role in the community and as grandmother to their three grandchildren.