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Robin Cooke, Financial Advisor

FINANCIAL ADVISOR
Robin Cooke

CFA®
10 Parr Blvd., Ste#205, Bolton, ON L7E 4G9opens in a new window
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Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Intergenerational planning
  • Education savings strategies

About Robin

Since the day I read my first investment management book at the age of 13, I have always had an interest in learning about how to make my money work for me. This passion led me to achieve a Bachelor of Commerce (Honours) at McMaster University, specializing in finance. After graduation, while working in a variety of analytical roles across the industry, I achieved my global accreditation as a Chartered Financial Analyst (CFA®) in 2009. This designation recognizes the high level of knowledge of the economy, investment products and portfolio construction in the industry.

We serve professionals and business owners...

Personal Interests

  • Canoeing
  • Sailing
  • Tennis
  • Volleyball
  • Running

Team Members

  • Jessica Richter
    Sr. Branch Office Administrator
  • Alison Cur
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(905) 857-9903

Fax

(855) 379-9724

Office Address

10 Parr Blvd.
Ste#205
Bolton, ON L7E 4G9opens in a new window

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My priorities

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Setting your path

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