Rob Eby Email
Director - Advocis Protective Association @ Advocis
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Rob Eby Location
- Winnipeg, MB, CA
Rob Eby Work
- Senior Wealth Advisor @ (May 2006 - Present)
- Member Board of Directors @ (July 2024 - Present)
- Director - Advocis Protective Association @ (July 2024 - Present)
- Chairman - TFAAC Board of Directors @ (June 2021 - June 2022)
- Vice Chairman - TFAAC Board of Directors @ (June 2019 - June 2021)
- Secretary - TFAAC Board of Directors @ (June 2018 - June 2019)
- Treasurer - TFAAC Board of Directors @ (June 2017 - June 2018)
- Chairman - Chapter Leadership Council @ (June 2015 - June 2017)
- Prairies Regional Representative - Chapter Leadership Council @ (November 2011 - June 2015)
- Chairman - Winnipeg Chapter @ (November 2009 - November 2011)
- Treasurer - Winnipeg Chapter @ (November 2007 - November 2009)
- VP Strategic Business Development @ (October 2000 - May 2006)
- Regional Manager Technical Sales @ (June 1999 - September 2000)
- Sales Executive @ (April 1998 - June 1999)
- Manager, Technology Research and Development @ (January 1997 - April 1998)
- Manager, Technology Training, Strategic Initiatives @ (February 1996 - December 1996)
- Manager, Sales Software Development and Training @ (August 1994 - January 1996)
- Senior Systems Analyst @ (August 1992 - August 1994)
- Intermediate Systems Analyst @ (March 1990 - August 1992)
- Intermediate Programmer @ (September 1988 - March 1990)
- Programmer Analyst @ (August 1985 - August 1987)
Rob Eby Education
- Advocis - Wealth Management and Estate Planning
Certified Financial Planner program
2010-2010 - Advocis - Comprehensive Practices in Risk and Retirement Planning
Certified Financial Planner program
2009-2009 - Advocis - Contemporary Practices in Financial Planning
Certified Financial Planner program
2009-2009 - Advocis - Financial Planning Fundamentals
Certified Financial Planner program
2004-2004 - Canadian Institute of Financial Planning - Wealth Accumulation
Certified Financial Planner program
1997-1997 - Canadian Institute of Financial Planning - Personal Financial Planning
Certified Financial Planner program
1996-1996 - University of Manitoba
BSc (Computer Science)
1981-1985 - Dakota Collegiate 1978-1981
Rob Eby Skills
- Business Development
- Certified Financial Planner
- Critical Illness
- Disability Insurance
- Estate Planning
- Financial Advisory
- Financial Consulting
- Financial Planners
- Financial Planning
- Financial Services
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Retirement
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Leadership
- SQL
- Financial Analysis
- Microsoft Excel
- Sales
Rob Eby Summary
- Rob Eby, based in Winnipeg, MB, CA, is currently a Director - Advocis Protective Association at Advocis. Rob Eby brings experience from previous roles at IG Wealth Management, Advocis Broker Services and Advocis. Rob Eby holds a 2010 - 2010 Certified Financial Planner program @ Advocis - Wealth Management and Estate Planning. With a robust skill set that includes Business Development, Certified Financial Planner, Critical Illness, Disability Insurance, Estate Planning and more. Rob Eby has 2 emails on RocketReach.
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