Robert B.
Certified Financial Planner & Private Wealth Advisor @Blackburn Davis Financial Inc
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WORK HISTORY
Certified Financial Planner & Private Wealth Advisor @Blackburn Davis Financial Inc
Edmonton, AB, CA
Financial Planning and Wealth Management for business owners and professionals throughout Western Canada. Muting liabilities and preserving wealth with an integrated view of personal and corporate assets. I navigate the details so you can stay focused on your big picture.
EDUCATION
CSI
Chartered Investment Manager
University of Alberta
B.Comm.
CSI
Canadian Securities Course (CSC)
FPSC
Certified Financial Planner (CFP)
Advocis
Chartered Life Underwriter (CLU®)
CSI
LLQP
ABOUT ROBERT B.
Certified Financial Planner & Private Wealth Advisor
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