INDIVIDUAL PLANNING SPECIALIST AND INVESTMENT REPRESENTATIVE

Robert graduated from Algonquin College in 1986 with a diploma qualifying him as a Forestry Techician. Robert entered the financial services industry with London Life in 1989.

In 1994, Robert accepted a position of Sales staff manager in the St. Catharines office, a position that he held for 5 years. In 1999 he opened his own office in Chippawa, helping individuals achieve their financial dreams and goals.

Robert is also active giving back to his community, he has been a volunteer fireman since 1988 and is currently the Vice President of the association.

In 2004, Robert completed the Certified ProfessionalConsultant on Aging (CPCA) which involves issues related to the 50 plus population, focusing upon the specialized needs of Canada’s seniors.

Robert currently resides in Chippawa with his wife Lori and their three children, Sydney, Matthew and Andrew.

bsomerville@capital-wealth.ca
Office Phone: 905-295-1117

cwdesignRobert Somerville, CSA