Bob Pride, CFP, CLU, CH.FC, EPC
Financial Planner Investment Representative
Bob has been passionate about helping people achieve their financial security goals since he started in the financial services industry with London Life in 1988.
Through his career he has achieved many important qualifications to ensure he is providing the best service to his clients. In 1998 he completed the CLU designation, which gives Bob knowledge in providing advanced estate planning needs to individuals as well as small business owners. In 1999, Bob completed his Certified Financial Planner designation (CFP), which allows him to help his clients build a proper financial plan for their future.
Due to Bob’s experience and knowledge, he also spent time working in the capacity of a product manager and specialist helping other financial security advisors in the Niagara region.
More recently, Bob obtained the Elder Planning Counselor designation (EPC), enabling him to work effectively with the aged 50 plus community focusing upon the specialized needs of Canada’s citizens as they age.
Bob takes pride in his quality of customer service and truly cares about helping his clients reach their full potential towards their dreams and goals.