Rob Wilson

Associate Wealth & Investment Advisor at Criterion Capital Group of RBC Dominion Securities | Simplifying your wealth, safeguarding your future

Criterion Capital Group of RBC Dominion Securities is proud to have Rob Wilson as an Associate Advisor on their esteemed team. With a background in commerce from The University of British Columbia, Rob brings a wealth of knowledge and expertise to his role in wealth management.

Rob is known for his personal and systematic approach to wealth management. He understands the importance of building trust with his clients and ensuring that their family's needs are met. By instilling confidence and clarity in every financial decision, Rob establishes himself as a trusted advisor.

One of Rob's key strengths is his ability to create comprehensive wealth plans that consider the bigger financial picture. He understands that truly understanding a client's needs and goals is crucial in developing a successful plan. With his expertise in tax and estate planning, Rob can offer guidance in protecting and maximizing his clients' assets.

When it comes to investments, Rob invests with a focus on achieving his clients' goals. He carefully analyzes market trends and utilizes a disciplined process to make informed investment decisions. By customizing wealth management solutions, Rob ensures that his clients' portfolios align with their specific financial objectives.

With a commitment to providing the highest level of service, Rob strives to be a model in the industry. He believes in empowering his clients through a proven wealth planning system, helping them achieve their financial aspirations. His dedication to delivering exceptional service is evident in the care he puts into every client relationship.

In addition to his role at Criterion Capital Group, Rob has experience as a director at BC Immigrant Investment Fund and BC Renaissance Capital Fund. He has also held previous positions as an investment advisor at Canaccord Genuity Wealth Management Canada and National Bank Financial.

For those seeking a trusted and knowledgeable wealth advisor, Rob Wilson is a top choice. To learn more about his services and to schedule a consultation, visit www.criterioncapitalgroup.com or contact him at 250-372-5675.