For more than 17 years,  Robert J. Willis has provided comprehensive financial advisory services to clients. He is considered an expert in the field of Retirement and Estate Planning, helping clients reach their retirement goals through professional money management services.

Rob is Branch Manager of Dundee Securities Corporation in Qualicum Beach. He is also an Investment advisor and a Certified Financial Planner, recognized by the Financial Planners Standards Council of Canada.

As a Certified Financial Planner, he provides advice in the areas of investments, estate planning, tax planning, and financial planning.

His also licensed through the Securites Commission of British Columbia to sell stocks and bonds, income trusts, mutual funds, and GICs. Rob is licensed through the British Columbia Insurance Commission and is authorized to sell annuities, life insurance, disability insurance, and other insurance and estate related products.

Rob keeps current on investment products and opportunities and on changes in the markets and tax laws, enabling him to provide informed portfolio and wealth management advice. He maintains memberships withThe Financial Planners Standards Council and with the Canadian Association of Gift Planners, an organization of professionals that support Philanthropy and ensures that donations are used as the donors intend.

Rob is active in the local community. He has served on the board of Kidfest for the Parksville Lions Club and was named Lion of the Year in 2002. He has served also as Treasurer for the Qualicum Beach branch of the Royal Canadian Legion. Currently, he is a league captain with the Parksville Curling Club.