Financial Services

Financial Planning

Robert Klassen has been protecting the lifestyles of Kootenay/Boundary residents with investment solutions since 1988, and insurance solutions since 1996. He brings to his role 18 years of experience in the financial services industry, including work with a chartered bank and a large mutual fund firm.

For more information on how his services can be of help to you, visit www.cfp-ca.org and www.advocis.ca or contact him directly.

As a Certified Financial Planner since 1998, Rob has agreed to adhere to high standards of competence and ethical practice as he assists people to achieve their goals, which may include:

 

  • The endowment of a long and comfortable retirement.
  • The need/desire to intervene meaningfully in the financial lives of children.
  • The ability to fund in whole or in part the education of grandchildren.
  • The capability to provide quality care to one’s parents in their later years.
  • The ability to leave a meaningful legacy to a much-loved school, charity or other institution.
Dave Dale Insurance Financial Services

Direct Telephone: (250) 442-2355
Toll Free: 1 (866) 448-2355
Email: Robert.Klassen@shaw.ca