Robert van Alphen
Associate Portfolio Manager Van Alphen Advisory Team at Cibc Wood Gundy
Based in Penticton, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Penticton
Industry
Financial Services
Company size
2.9K
Contact information
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r•••••••@••••••.com
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Background
About Robert van Alphen
As a Senior Wealth Advisor at CIBC Wood Gundy, I bring over 18 years of expertise in investment advice and financial planning. I hold the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) credentials, underscoring my dedication to delivering tailored and comprehensive wealth management solutions for my clients. My passion lies in crafting and executing financial strategies that deliver tangible lifestyle benefits for my clients. Beyond managing investments, I provide holistic financial guidance, assisting with real estate purchases, business sales, estate planning, and supporting their families. My ultimate goal is to ensure clients feel secure and confident, regardless of life's uncertainties. I collaborate with Canadians to enhance their existing retirement strategies or to achieve early and financially secure retirements.
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