About Us

Bob is a certified financial planner providing service to clients primarily in Western Canada since 1973.

Bob started his own insurance brokerage company in 1979 to bring a wider variety of services and products to his clients.

Much of the work has been specifically designed for the special needs of closely held corporations and medical professionals who are particularly vulnerable to interruptions in income.

Bob resides in Kelowna B.C. which he finds to be a very centralized location to deal with all his clients in Western Canada. Bob is a 4th Degree Black Belt and avid SCUBA diver, hobbies that he is able to enjoy with his three sons, Kelly, Ryan and Ross.

I have designations as:

• Chartered Life Underwriter
• Certified Financial Planner
• Registered Health Underwriter
• Certified Senior Advisor
• Long Term Care Insurance Strategist

I am a member of:

• Chartered Life Underwriters Institute
• Financial Planners Standards Council
• National Association of Health Underwriters
• Advocis, Canada's largest association of professional financial advisors
• The Million Dollar Round Table, the premier association of financial professionals
• Society of Certified Senior Advisors
• The Society of Tax and Estate Planners

Our Mission is to consistently provide our clients with financial planning services that:

• Help them to manage their nest egg to meet their lifestyle goals.
• Help them to protect the things that are important to them, such as their family’s lifestyle or the future needs of their family.
• Help them to put more money in their pockets with more effective tax planning.
• Help them to make the right choices in risk management and get the right plans at the right price.

Sherman is a Certified Financial Planner and he is also a member of the Canadian Academy of Senior Advisors. He assists clients in British Columbia and Alberta.

Sherman believes that successful investing begins with an in-depth understanding of the needs and dreams of his clients.

He develops a sound financial strategy to meet those needs and ensure a healthy financial future. Sherman coordinates the activities of tax accountants and estate lawyers, as well as his own network of professional advisors to create a 'complete financial solution'.

Some of the associations that Sherman is a member of:

• Member of Advocis
  Association of Life Underwriters and Financial Planners of Canada
• Member of the Financial Planning Standards Counsel
  Association for Certified Financial Planners

Sherman has offices in Vancouver and resides in North Delta, BC with his wife Barbara and their two children Samantha and Tyler. He has an eclectic range of interests including music, classic cars, hockey, and SCUBA diving, which he has attained the level of Master Scuba Diver Trainer.