Robert E. Adams LLB, CLU, EPC, CFP
Financial Advisor - Manulife Wealth Inc.
Independent Insurance Advisor - R.E. Adams Financial Services Corp
Bus: 604-531-7695 Ext. 27
Toll Free: 866-227-1846
Rob Adams helps people who have retired or who are planning towards their retirement, as well as Professionals and Business Owners, to protect themselves against the financial risks involved when we live too long, die too soon, get sick or disabled. He enjoys reviewing Estate Plans in order to help clients recognize potential problems before they become family problems and business disasters. Rob can help you to preserve your assets, reduce your income taxes, create a lasting income and retire more comfortably.
Clients with family owned businesses especially benefit from Rob’s advice. Rob joined his three brothers and father in the family's Vancouver insurance business in 1980 and he has gained a wealth of knowledge about small business by living it and working it every day. Today, he helps his clients develop estate plans to pass business ownership to the next generation with a minimum of income tax and trouble.
His easy to follow guidance makes it easy for his clients to understand what they need to do, and when and how they need to do it. He’ll help you arrange your financial portfolio so it is balanced, easier to manage and so that you can preserve your hard earned sweat equity. This is so that you can be comfortable with your portfolio.
Rob and his associates opened their independent, full service financial advisory firm in association with industry leader, Manulife Wealth Inc., in South Surrey in 2000. To ensure best advice always, Rob also will consult with your tax specialist and estate lawyers when your situation requires it. Working with Rob means that you will benefit from more than just his wisdom.
Rob and his wife Susan live in Surrey, B.C. and have four adult children.
Whether it’s an Estate Plan, investment plan, retirement income plan, an overall financial plan or just a competent second opinion, count on Rob Adams. He helps you achieve your goals today, in retirement and for those you love and leave behind.