What We Believe

We exist to serve in a way that is meaningful, honourable and enhances the lives of others. We do this by:

  • Creating Community

    Developing a trusting relationship. Whether it’s within our firm, or between us and our clients, a sense of community supports our belief that we’re greater together.

  • Having Fun

    Creating a welcoming atmosphere. A more relaxed environment allows trust to grow and relationships to deepen. We take your confidence in us very seriously, but we don’t take ourselves too seriously.

  • Being Authentic

    Establishing integrity by not pulling any punches. We’re honest and upfront with our advice and hold ourselves accountable to you, our clients. We stand by our values and beliefs, even when no one is looking.

  • Leading Ethically

    Entrusted to do the right thing. We would never recommend a course of action we didn’t believe was right for you, or that we wouldn’t accept for ourselves. We’re invested alongside our clients.

  • Following Through On Commitments

    Starting with the ‘small stuff’. By actively listening, and doing what we say we’re going to do, every time, we strengthen our culture and the community that means everything to us.

Rob-Lyn specializes in implementing intelligent financial planning principles that solve individual and business client challenges. Our clients work hard to build their business, their career and to nurture their families. In their busy role as leaders, they are seeking a team of professionals who can help execute their vision of financial success and security. This is where our expertise comes in. Our goal is to give you the opportunity to share your aspirations and support you in fulfilling your dreams.

Our clients are focused on family, health and success in both their career and business. They include business owners, professionals and senior leaders of organizations who value advanced planning that is customized to their unique circumstances.

Our clients have trusted us for many years and often several generations and play an integral part in building the Rob-Lyn community. We understand trust is earned and work hard to deserve yours everyday.

We respect our history and welcome the future.

We’re passionate in our belief that we’re greater together. The connection we strive to create between our team and our clients allows us all to believe in the work we do, and benefit from the results.

Our team

  • Greg Schmidt - Partner

    Greg Schmidt, CFP®

    Partner

  • Jamie Campbell - Partner

    Jamie Campbell, CFP®

    Partner

  • Ian Carpick - Partner

    Ian Carpick, CFP®, RPA, GBA

    Partner

  • Fred Reichardt - Partner

    Fred Reichardt, BRS

    Partner

  • Jamie Laker - Certified Financial Planner & Strategy Specialist

    Jamie Laker, CFP®, RHU

    Certified Financial Planner & Strategy Specialist

  • Pam McWilliams - Insurance & Employee Benefits Specialist

    Pam McWilliams, CIM

    Insurance & Employee Benefits Specialist

  • Erin Nobess - Plan Implementation Specialist

    Erin Nobess, DBA

    Plan Implementation Specialist

  • Tracy Antoniuk - Client Experience Specialist

    Tracy Antoniuk

    Client Experience Specialist

  • Debbie Nolasco - Wealth Management Specialist

    Debbie Nolasco

    Wealth Management Specialist

When Barry Adams founded Rob-Lyn in 1976 (named after his two children, Rob and Lynne) he did so first and foremost, to be a friend and caregiver to his community. He has since touched the lives of many Winnipeggers and became a trusted advisor to many families and businesses.

Barry’s legacy to our firm is our guiding principle of serving clients in a way that is honourable, meaningful and enhances their lives.

  • Joyce Kerslake - Retired

    Joyce Kerslake, ACS

    Retired

  • Barry Adams - Founder

    Barry Adams

    Founder

  • Joanne Sands - Retired

    Joanne Sands

    Retired

Get in touch

(204) 594-2210

Address:
37 Edmonton Street Winnipeg, MB
R3C 1P8,
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