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Rob Willis
'Blue Chip' Solutions Products and Services Ask the Experts About Dundee
Rob Willis Certified Financial Planner
Branch Manager & Investment Advisor
250-752-5100
[email protected]
Gloria Boudot 
Administrative Assistant
250-752-5100
[email protected]
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Certified Financial Planning


The letters "CFP" stand for Certified Financial Planner. The CFP mark identifies individuals who are dedicated to a high level of professionalism in providing financial planning advice.

In the absence of uniform government regulation of financial planners, the CFP credential assures the public that those financial planners who are CFP licensees have agreed to high standards of competence and ethical practice as set out by the Financial Planners Standards Council (FPSC).

 

 

 

 

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 Private Investors Ltd., 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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