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ROBERT OLEKSYN, CFA, CIMINVESTMENT ADVISOR/LIFE INSURANCE SPECIALISTVALLEY FIRST INVESTMENT SERVICES
Who am I?
With over 15 years of experience, I have had the privilege of managing the investment portfolios for some of the biggest and the best Private Banking clients of some of Canada’s largest banks. During my career, I have earned the CFA and the CIM designations. I have also received extensive training in �nancial planning, banking trust and insurance services.
What’s di�erent?
This extensive education and experience gives me expertise required to customize solutions that are beyond investments. I add a tremendous value to my clients by ensuring that their investments,loans, insurance and estate plan are all working together to satisfy their goals.
How can I help?
Let’s face it – the markets can be a roller coaster, and even the most patient investors may question the direction and strategy that’s best for them. During my career, I have seen many challenging markets come and go so I can certainly empathize with people who feel worried andapprehensive about their future. More importantly, I stay connected closely to my clients and their portfolios to ensure we are always working together to achieve your unique goals.
Why not? Come see me for a cup of co�ee and a second opinion!
There’s nothing to lose, but a lot to learn if we chat about where you’re at with your plan. A lot of questions come up: Am I on track with my plan? When can I really retire? How much do I need? Now’s a great time to come in for a cup of co�ee and I’ll answer any questions you might have.No pressure, just a thoughtful conversation. After that, if we both think that it would be a goodidea, we could schedule a 'no charge', 'no obligation' second opinion of your current plan andinvestment portfolio. If you are on the right road to achieving your long term goals – despiteall the market turmoil and confusion – I’ll gladly tell you so. If, on the other hand, you have encountered roadblocks or detours, I’ll recommend some alternatives.
Call me now while you are thinking about it!
t: 250.490.2704e: roleksyn@valley�rst.com