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Robert T. (Bob) White, #2338- 666 Burrard St., Vancouver, B.C., V6C 2X8
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Robert T. Bob) White, BA
Branch Manager
Worldsource Financial Management Inc.
#2338 - 666 Burrard Street,
Vancouver, B.C.,
V6C 2X8
bobwhite@rtwfinancial.com
604-681-4327
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WHAT SHOULD YOU LOOK FOR IN A FINANCIAL ADVISOR? Most Canadians realize they neither have the time nor the expertise to properly manage their finances in today’s ever-changing financial world. But unfortunately they still try to do it by themselves or choose to do nothing at all; either of which can lead to financial disasters today or in the future. They do not realize competent and reliable help can be just around the corner BUT care should be taken in knowing with whom to deal. What are the important attributes necessary in choosing a financial consultant to whom you are entrusting yours and your family’s financial future? Confidentiality, trust, experience, education, accurate analysis, up to date product knowledge and quality service are all vital characteristics of a competent financial advisor.
My objective is to ensure every client receives the highest quality financial guidance possible. People differ greatly in terms of what may constitute the “right plan” so an essential part of my work is to determine what is proper for you. I do this by establishing where you are now, determining your objectives (both short and long term), identifying priorities and evaluating alternatives. Then, in conjunction with you, we establish an appropriate plan that will address your needs.
My clients tell me that I consistently demonstrate a knowledgeable, professional and understanding approach to their unique financial situations. Both educational and professional experience are important in gaining and maintaining that respect. My entire career has been in the area of financial management. After graduating from UBC in 1977 I spent several years with the Royal Bank of Canada in various management capacities. This banking experience was valuable but showed that people require personalized and impartial service in their financial decision making that bankers can not give. In 1985 I moved to C.M. Oliver and Co., a full service investment firm, to further accentuate the services I could offer; namely investment portfolio management and tax planning. While at CMO I hosted the daily “Business and Market Report” on CHQM-FM. In 1990 I became fully licensed in insurance as well, joining Canada Life to specialize in estate planning services. In 1996 I rejoined C.M. Oliver’s Financial Planning division. In September, 1997, after being a frequent guest and substitute host, I began to regularly co-host the radio financial talk show “Money Matters” along with George Hartman, author of the best selling financial book “Risk Is A Four Letter Word”. In 1999 I joined Worldsource Financial Management Inc., a national financial dealer and became their branch manager at the Park Place branch in Vancouver. From 2001 - 2007 I was the Provincial Manager at WFM as well.
Combining my banking experience, investment knowledge and estate & insurance background now allows me to provide comprehensive integrated financial services for all of my client’s needs. Rather than solely sell a selection of financial products, my objective is to provide a customized plan tailored to suit the temperament and objectives of the individual. Plans are monitored and reviewed regularly at your convenience to ensure they remain up to date. My goal is to guide you to personal financial freedom by integrating all of your resources with innovative investment and estate planning programs to help you gain lifestyle independence for today and for tomorrow.
- FREEDOM 55 (OR 60,65...or maybe even 45 or 50 ! )
Achieve personal financial freedom by integrating all of your resources with innovative investment and estate planning to gain lifestyle independence.
- FINANCIAL ANALYSIS & WEALTH ACCUMULATION
• Investments
• Tax Planning
• Estate Planning
• Retirement Planning
• Education Funding (RESP’s)
- ESTATE SERVICES
• Life, Disability & Critical Illness Insurance - RETIREMENT PLANNING
(RRSP’s, RIF’s, Pensions, Annuities)
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Planning For Today and For Tomorrow
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"Mutual funds provided through Worldsource Financial Management Inc. All additional products and services provided by Robert T. White."
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