Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Bob Cummings

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.


Bob's Blog Posts

Last Week in the Markets: July 10 - 14, 2017

Filed Under: Financial Planning | Investment Services

21 July, 2017

The Bank of Canada (BoC) raised its benchmark interest rate by ¼ point, the first increase in seven years... Read More

Bank of Canada Raises Rates – What does it mean to you?

Filed Under: Investment Services

14 July, 2017

As expected the Bank of Canada raised its key lending rate for the first time in 7 years by 0.25% to 0.75%.... Read More

Live for today... and plan for tomorrow

With expertise and experience gained from more than 30 years of helping individuals and families achieve their goals, we are committed to delivering top-tier service.

Full Mission Statement
  • Bob has been our planner/adviser for a couple of decades which in itself shows the confidence we have in his reseach and direction in accordance with our needs toward a comfortable retirement.

    - Ruth and Don
  • We've been associated with Bob for only about 5 years, but wish we had met him long ago! He is well aware of our plans and very attentive to our needs.
    Bob has a wealth of knowledge that was very evident from the first meeting and we feel very confident in his investment advice. We especially appreciate that Bob personally contacts us regularly even if it is to just "touch bases".

    - Ron Grisak