Robert-Jon Campbell
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
Guelph, ON, CA
Before starting my business in Financial Services to serve others, I completed my own personal financial plan-Worked three jobs in order to purchase a revenue property in second year of University at age 19-Started investing in stocks and mutual funds with a focus on value and growth at the age of 22 years old-Eliminated all consumer debt through budgeting and cash flow planning by age the age of 28 years old-My wife and I used our TFSA accounts to pay off our mortgage early at age 35 by living wisely-Built an Emergency Fund with 3 - 6 months of expenses to prepare for the unexpected-Left the corporate world to pursue a calling for helping others achieve financial peaceMy philosophy starts with a client first commitment that focuses on education and reviewing all the various options; providing peace of mind and protection to move forward financially and live your life knowing that the risks are covered. We also work together to make sure that you realize your goals for the kind of retirement you want.\"The best way to predict the future is to create it.\"- Abraham Lincoln
EDUCATION
Redeemer University
Bachelor of Arts (B.A.), Psychology and Political Science
Insurance Institute of Canada
Chartered Insurance Professional (CIP designation), Insurance
University of Toronto Mississauga
Canadian Risk Management, CRM Designation
SKILLS
ABOUT ROBERT-JON CAMPBELL
Would you like to enjoy a lifetime of financial security? I am a Licensed Advisor with Sun Life and I will help you BUILD your savings, PROTECT your family and RETIRE with CONFIDENCE.Whether you are just starting out, nearing retirement or already enjoying your retirement, I can help you navigate the often confusing financial landscape and make decisions that will bring you financial security. I will help you reach your financial goals.I provide professional advice to individuals and businesses in many areas, including.Insurance - Life / Critical Illness / Disability / MortgageInvestments - RRSP / TFSA / RESP / non-registered tax-efficient investmentsFinancial PlanningBusiness Solutions - business continuity planning, group benefit and retirement plansOn a personal note, I have two wonderful children. They keep me very busy. I live a healthy and active lifestyle, which includes martial arts, hockey, mountain biking and yoga. I am caring, energetic and passionate. I enjoy meeting and helping people.It starts with a conversation.give me a call and let\'s talk. I look forward to hearing from am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
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