Rob Gerrie, B.Comm.

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With a degree in accounting, Rob loves numbers. But he believes investment strategy is about more than just the numbers. It’s about looking at the bigger picture of a family’s situation, understanding their goals, and figuring out how to make the retirement lifestyle they’re dreaming of a reality.

With over 10 years of experience in the investment industry, Rob enjoys the camaraderie he has found with the PKAG team. He believes that the knowledge, experience, and unique perspective that each member brings is key to finding the right solutions for the families we work with.

Outside of the office, Rob loves wearing his ‘dad hat’ and spending time outside hiking, skiing, and camping with his wife and two young children.

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More Than Money

What place should dividend paying stocks have in your portfolio?

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

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