What we believe
We exist to serve in a way that is meaningful, honourable and enhances the lives of others. We do this by:
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.
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.
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.
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.
We implement intelligent wealth planning principles as part of an individualized plan 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 honest and experienced professionals who can help them answer important questions like: Will we have enough? Is it going to last? What will be left behind?
We serve businesses and organizations of all sizes and guide them in developing, implementing and monitoring employee benefit and group retirement programs designed to have an impact.
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 means everything and strive to earn 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.