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Robert Montague
Robert Montague, CFP, CIM. A Senior Financial Planner in Southwestern Ontario for over 20 years. He provides investment strategies and retirement planning expertise to his clients ...ver maisRobert Montague, CFP, CIM. A Senior Financial Planner in Southwestern Ontario for over 20 years. He provides investment strategies and retirement planning expertise to his clients everyday. More than financial planning, he introduces a unique perspective and personal insights about the meaning of life, money and happiness.
Robert has fulfilled every possible accreditation in the personal financial industry. He is a holder of the Certified financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Robert is also a member of the Financial Planners Standards Council, the Toronto Chartered Financial Analyst Society and the CFA Institute.ver menos