Rob Dempster, CFP, CLU
Managing Partner at Carleton Financial Services Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner
Financial Planners Standards CouncilAug, 2001- Sep, 2024 -
Chartered Life Underwriters
Canadian Institute of Chartered Life Underwriter and Chartered Financial ConsultantsJul, 1999- Sep, 2024
Experience
-
Carleton Financial Services Inc.
-
Financial Services
-
1 - 100 Employee
-
Managing Partner
-
1998 - Present
We help our clients be better than they were by sharing what is heartfelt and real. We help our clients achieve happiness by ensuring they have absolute clarity to make wise choices about their unique affairs. I am a financial confidant and wealth and risk management coach. My goal is to take my very successful clients past the limitations of their story so they can play their strongest long game. We help our clients be better than they were by sharing what is heartfelt and real. We help our clients achieve happiness by ensuring they have absolute clarity to make wise choices about their unique affairs. I am a financial confidant and wealth and risk management coach. My goal is to take my very successful clients past the limitations of their story so they can play their strongest long game.
-
-
-
London Life
-
Insurance
-
700 & Above Employee
-
Financial Advisor
-
1986 - 1998
-
-
Education
-
Laurentian University/Université Laurentienne
B. Comm, Sports Admin
Community
