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

How does the 2024 Federal Budget impact you?

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WHY SHOULD YOU COME TO OUR SEMINAR?

Can I afford to retire? Will inflation and volatility ruin my retirement plans? How do I ensure my family is looked after? What happens if I have an unexpected health event? Can I support the lifestyle I want in retirement?

When it comes to preparing for a fulfilling and financially stable retirement, there are so many questions you need answered.

Dave and Faisal’s seminar will give you the practical tools and advice you need to bring your vision for retirement to life. Dave and Faisal cover topics like investment and tax strategies, financial and estate planning, and lifestyle goals to help make sure you’re ready to take the next steps toward retirement.

Sign up for their seminar today!

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