Robbins Financial merges operations with Bishop Wealth Management
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.
Matt's office phone number is 902-422-0014 or Matt@bishopwm.com
Jennifer can be reached directly at 902-880-3318 or firstname.lastname@example.org
My personal plan is to maintain my current schedule into the foreseeable future and hopefully move into semi retirement by 2022.
I will also spend more time focusing on Retirement Health Benefits for clients.
It has become evidently clear that most clients will not automatically have health benefits in retirement as most companies do not support the costs of these benefits.
Even some government organizations do not offer any or have a low quality of benefits to chose from.
With retirement on the horizon for so many it seemed like the right complement to our existing businesses.
With our combined partnership we are licensed in Nova Scotia, New Brunswick and Ontario.
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 integration 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.