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Rob Willis, CFP

Branch Manager & Investment Advisor
phone: 250-752-5100
email: [email protected]

Gloria Boudot
Administrative assistant
phone: 250-752-5100
email: [email protected]


 
 
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Investments


Don't limit your options!

Deciding to build a relationship with a full service investment advisor like Rob Willis provides greater diversity of investment options, a more complete portfolio and the assurance of knowing that any investment option suitable for your portfolio is available.

Rob provides advice on stocks, bonds, iunits, equity linked notes, debentures, preferred shares, income trusts, mutual funds, segregated funds, annuities, GICs, GIAs, savings accounts, as well as flow-through limited partnerships, and life and disability insurance.

Rob is fully securities licensed in BC, Alberta and Ontario.

Dundee Wealth Management, through its subsidiaries, is Canada's largest independent provider of investment management, securities brokerage, financial planning and investment advisor services.

 


The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Dundee Wealth Management, its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Insurance Agency Ltd., and Dundee Mortgage Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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