Financial Representative

Glendon Robinson

For twenty-three years, I have gained the trust of the  individuals whom I’ve helped to successfully build their financial future.

My clients know that I keep my promises, which act like building blocks in the construction of their financial house so they can achieve long-term financial security.

I provide financial planning, retirement planning, estate planning and investment portfolio management. I coach clients on how to connect these things regardless of their financial situation.

I also believe in embracing community outreach as part of my Christian service to  humanity.  I am an enthusiastic volunteer in provincial jails, a federal prison, a hospital and community services organizations that provide food and clothes to the needy in my community.

My Mission Statement is to, “Deliver solutions that build Financial Security for a Lifetime.”

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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