Robert G. Clark BA (Econ.), MBA, CFP, CEA
Investment & Financial Planner
1752 Ocean Park Road
Surrey, BC V4A 3L9
Phone: 604-535-8739 FAX: 604-648-8630
Email: [email protected]
Website: http://www.robertgclark.com
Areas of Specialty:
Certified Executor Advisor. Working in financial services since 1977, including estate and trust administration, financial planning analysis, mutual fund management, and speciality in mutual fund investing and wealth management programs.
Professional Memberships:
Financial Planners Standards Council, Canadian Institute of Certified Executor Advisors
Member Since: 1997
1752 Ocean Park Road
Surrey, BC V4A 3L9
Phone: 604-535-8739 FAX: 604-648-8630
Email: [email protected]
Website: http://www.robertgclark.com
Areas of Specialty:
Certified Executor Advisor. Working in financial services since 1977, including estate and trust administration, financial planning analysis, mutual fund management, and speciality in mutual fund investing and wealth management programs.
Professional Memberships:
Financial Planners Standards Council, Canadian Institute of Certified Executor Advisors
Member Since: 1997