Robert Dewar Email
Managing Partner @ Loft Wealth Management Group
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Robert Dewar Location
- Guelph, ON, CA
Robert Dewar Work
- 2022 -now Managing Partner @
- 2002 -2023 Certified Financial Planner @
- 2000 -2002 Investment Funds Specialist @
- 1998 -2000 Investment Representative @
Robert Dewar Education
- University of Waterloo
Undergraduate, Environmental Studies / Business (Environmental Studies / Business)
1984-1990
Robert Dewar Skills
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Retirement Savings
- Insurance
- RRSP
- Retirement Planning
- Financial Planning
- Permanent Life Insurance
- Portfolio Management
- Annuities
- Critical Illness
- Investments
- Mortgage Lending
- Healthcare
- Segregated Funds
- Wealth Management
- Charitable Gift Planning
- Mutual Funds
- Life Insurance
- Personal Budgeting
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- Canadian Securities Course
- Critical Illness Insurance
- Group Rrsp
- Certified Financial Planner
- Gics
- Disability Insurance
- Financial Analysis
- Group Pension Plans
- Investment Planning
- Term Life Insurance
- Retirement
- Group Benefit Plans
Robert Dewar Summary
- Robert Dewar, based in Guelph, ON, CA, is currently a Managing Partner at Loft Wealth Management Group. Robert Dewar brings experience from previous roles at Grand Valley Financial, BMO Financial Group and London Life. Robert Dewar holds a 1984 - 1990 Undergraduate, Environmental Studies / Business in Environmental Studies / Business @ University of Waterloo. With a robust skill set that includes Estate Planning, Financial Advisory, Fixed Annuities, Retirement Savings, Insurance and more. Robert Dewar has 1 emails on RocketReach.
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