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.
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.