Robert Lockie BA, CFP, RRC, CLU, TEP
Robert joined Investors Group in 2007 after graduating University and joined the Spence team in 2011 achieving his CFP, RRC, CLU and most recently his TEP designations in short order. Robert excels at creating detailed, complex, technical financial plans with a focus on Retirement Planning & Projection, Risk Management, Estate Planning and Multi Generational Wealth transfers. His no-nonsense manner allows him to prepare and present plans that clients easily understand and that help them achieve their financial goals. Robert compliments Rick and the team with his skills, giving the practice depth.