You may remember back in October of 2017 Robbins Financial announced we would be joining forces with Bishop Wealth Management to strengthen our Team and plan for the future.
In January of 2019 Matt took over as owner of Robbins Financial.
What does this mean?
I am not leaving but am working on a transition towards my own retirement.
Over the next three years Matt and I will be holding joint client meetings to ensure a smooth transition.
We know that relationships are key to our clients and Matt and I share similar values when it comes to clients' needs and desires.
Our combined organization will enhance the Fund offerings not just through Life Insurance Segregated funds and our Group RRSP Plans but also through Matt's Mutual Fund offerings and QTrade option.
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.
Matt is honest, has strong interpersonal skills 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 twelve years, has been working jointly with both Matt and I for the past two years and continues on as a valuable member of our team .
Over the next few months you may notice on your statements a change in broker reference. With our new office location in Bayer's Lake at 90 Lovett Court - Suite 301 (WorldSource) we are simply consolidating our names and addresses.