Robbins Financial is pleased to announce we will be joining forces with Bishop Wealth Management to strengthen our Team and plan for the future.
Many of you may know MATT BISHOP as he had worked at Maritime Life during his University years.
Since graduating almost 20 years ago Matt has become a very successful Financial Advisor, dealing in Mutual Funds, Segregated Funds, Life and Disability Insurance. With Matt's Mutual Fund background this rounds out our own Segregated Fund and Group RRSP Plan investment Line-up.
Matt is a young gentleman with integrity. He is honest and trustworthy, has strong interpersonal skills & personal values and has an in-depth knowledge of investments.
Most importantly, like us, he puts client's needs ahead of all else.
We share similar values which is why this partnership is such a great match.
Jennifer Letourneau, who has been working with me for over a decade, has been working jointly with both Matt and I since the beginning of this year.
I have no immediate plans to retire, although we will begin to do joint client meetings as our schedules allow. It will be important for everyone to get to know Matt in the months and years ahead.
My plans are to maintain my current schedule into the foreseeable future and hopefully move into semi retirement before 2022.
With our combined partnership we are licensed in Nova Scotia, New Brunswick, Ontario and Prince Edward Island.
In addition, we operate through two of Canada's largest broker organizations. For Life Insurance it is PPI Solutions and for Matt's mutual fund business it is Worldsource Financial Management Inc. Both of these organizations have industry leading software, services and support.
This partnership of Robbins and Bishop will strengthen both our practices and provide an excellent transition into the future for all clients and their families.
If you have any questions, please don't hesitate to call or email.