The Coach's Bio
Bob and his wife Altagracita have a son Carlos and live at
the end of Wilson St, on the beautiful
Otonabee River. They like working from their
home, so 15 years ago they converted a
boat-house into an office which sits at the
rear of their home. Clients really appreciate
the location. There are no stairs to climb and
always a place to park.
Altagracita is in charge of their income tax preparation.
She holds a certificate for Tax Preparation through
H&R Block. She does Tax for both English and Spanish speaking clients.
Business Background
Bob
has over 30 years experience as a Financial
Advisor.
He and Altagracita
are currently with the firm of Assante
Financial Management Ltd. and Assante Estate
and Insurance. Assante's mission is to
simplify and enhance the lives of their
clients by providing integrated financial and
life management services that are tailored to
each client's unique objectives. Assante's Web site: www.assante.com
Bob is a member of the Advocis. Advocis is the brand name of
The Financial Advisors Association of Canada.
Advocis is dedicated to raising the standards
of financial planning, raising consumer awareness
of the value of financial planning services
and promoting its membership as the most
qualified and credible financial planners in
Canada. Their Web site: www.advocis.ca
Bob is a member of the Academy of Financial Divorce
Specialists.
The Academy
teaches the fundamentals of divorce from a
financial planning perspective and promotes
financial security after divorce. Students
learn to develop financially equitable
settlements. Bob provides an independent
evaluation of all the financial and tax
matters surrounding the division of family
property. This frees up valuable time and
allows you to do what you do best.
Divorce isn't easy, but it can be
financially fair
Web site:
www.afds.ca
Professional Expertise
Giving direction in Financial Estate and Tax Planning
matters that involves the whole family. This
way he gets to help everyone in the family and
educate the young members as well as their
parents. Bob holds family tax seminars to
educate everyone. Avoiding probate, legal and
other fees to settle estate matters is also
part of the process. Family goals can be
easily accomplished in this manner.
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