Direct: 604-542-4298 ext. 103
Fax: 604-542-4289 firstname.lastname@example.org Linkedin Facebook TwitterBob enjoys working with professionals, business owners and families who have specific financial goals and are willing to take the steps needed to achieve these goals.Bob is a results oriented individual who enjoys helping others in setting and prioritizing goals and working towards them. Throughout his working career he has gained extensive experience in financial, sales and client relationship roles, helping him to easily understand the needs and challenges facing his professional and business owner clients.Through his work with families and his experience in estate settlement, Bob is able to help his clients and their families in achieving their goals while ensuring they are prepared for both the inevitable and the unexpected. Bob enjoys applying his knowledge while analysing his clients’ unique situations and developing a plan to help them achieve their goals.Bob is able to help his clients set goals that are aligned with their needs and values, and achieve these goals through in-depth analysis, careful recommendation, timely implementation and regular follow up. Bob considers his clients as friends and therefore he is committed to building long term relationships and putting their needs first.When not working, Bob enjoys golfing, mountain biking, scuba diving, snowboarding, travelling and spending time with his family and friends.
Katie has been a part of the Singer Olfert Financial team since 2012. Katie assists with all client inquiries and paperwork. She enjoys building a relationship and dealing on a personal level with each client.
Christa was a local business owner for 12 years. As the owner/operator, she managed hiring, training, ordering, payroll, bookkeeping and customer service with a smile. Christa sold her business and joined Singer Olfert Financial Group for the unique opportunity to balance her career and family life with her husband and two children. Christa enjoys assisting with client administration and building strong relationships. Christa’s enthusiasm and attention to detail is an asset to Bob’s professional practice.