Robert Dunlop, CFP
Life Insurance Agent, Summit Financial Planners Inc.
investment fund advisor, investia financial services inc.
"CONSIDER THIS "When you drive, you know the destination and plot out the best route to get there. When you prepare a meal, you follow a recipe and monitor the food as it cooks. How much attention do you give to planning the direction of your financial well-being?"
Stop and think about your last 6 months:
- What did you learn?
- What worked out well?
- What would you do differently?
Taking the time to review our quality of life gives us a chance to re-evaluate what we are doing and where we want to go. It lets us fine-tune our direction, to ensure we are on track for what we want most. We all have goals and desires for the future but unless we have an unlimited supply of money, most of us will have to make some important choices along the way…
As a registered CFP practitioner, I am dedicated to the highest level of professionalism. Financial planning is about learning how to do more with what you have. Therefore, the better I get to know you, the more effective I can be in helping you identify and attain your goals. People can’t solve their problems by continuing to use the same thinking that caused the problem to begin with. Therefore, I believe learning new habits is part of the process of building a more secure financial future.
GETTING ADVICE "Many of us like to research medical conditions on the Internet but we wouldn't dare diagnose and treat ourselves without first talking to a doctor. When dealing with the real-life challenges, it makes sense to get help from experts and trusted advisors. Your financial health requires the same consideration."
PROFESSIONALS, BUSINESS OWNERS, and RETIREES who seek quality, cost effectiveness, time efficiency using a strong income and wealth protection plan will benefit most from working with Robert. He has a strong commitment to staying on top of current economic trends and continuing education requirements.
Robert is a member in good standing with the following financial planning bodies:
Having lived in the Okanagan for more than 25 years, Robert is an avid musician and outdoorsman. He is very active in a variety of community organizations, youth activities, and local initiatives. He enjoys spending time with his family, hiking, canoeing, snowboarding, volleyball, judo, and playing his guitar.