Robert Dunlop CFP
 Contact information



Certified Financial Planner

Robert Dunlop
CFP

     
Company: Summit Financial Planners Inc
Address: 202 - 2540 53rd Avenue
Vernon, BC V1T 9W8
Phone #: (250) 542-5500
Website: www.summitfinancial.bc.ca




 
 About me

Professionals, business owners, families and retirees who are seeking a strong income and wealth protection plan will benefit most from working with Robert. As a client, you will enjoy Robert’s patience, knowledge and understanding, as he takes the time to get to know your personal and business objectives before presenting any solutions.
 
Having lived in the Okanagan for more than 25 years, Robert is an avid musician and outdoors man. He is very active in a variety of community organizations, youth activities, and local initiatives. He enjoys hiking, canoeing, playing his guitar, and spending time with Michelle and his children.
 
Bottom Line: “I’ve made a commitment, in terms of time and expense, to maintain my professional designation, licensing and associate memberships. While it’s not mandatory in our industry, it does mean that I am serious about being in the business.”

 My professional designations


 General information


 I Can Help You With

Individual Financial Needs
 
Business Financial Needs


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