Robert Trickett - Financial Planner
Robert is dedicated to helping clients by ensuring that they receive the highest level of service. Insurance products available through Robert Trickett
He looks forward to forming relationships with clients and giving them peace of mind when most needed. Robert is a professional dedicated to helping clients by ensuring that they receive the highest level of service. Robert holds the internationally recognized designation of Certified Financial Planner (CFP®). He has also successfully completed the following:
• Certified Executor Advisor Course (
Stocks are on an astonishing run. Yet threats lurk The Economist assessed what could bring the bull market to an end.
How to handle the two capital gains inclusion rates planned for this year The draft legislation and backgrounder released this week provide some clues.
U.S. stock concentration - it’s not all doom and gloom U.S. equity market concentration is, by some measures, now the strongest ever, raising justifiable concerns that having the entire market’s fate in the hands of so few stocks will only end in tears.
Fed leaves rates unchanged, sees just one cut in 2024 despite inflation progress The Federal Reserve held interest rates steady and pushed out the start of rate cuts to perhaps as late as December, with officials projecting only a single quarter-percentage-point reduction for the year amid rising estimates for what it will take to keep inflation in check.
Why Mental And Physical Health Are The Foundation Of Effective Leadership Health, both physical and mental, is not just a personal asset but a professional one as well. It is arguably a leader's greatest advantage in achieving success and fostering a positive work culture.
Taking Breaks Doesn't Make You Lazy — Here Are 4 Ways It Actually Makes You More Productive The more you find a balance between work and real life, the more the two will start to organically intertwine until you find your scheduling sweet spot. Here's how to find that right balance for you.
Be a better tourist! 26 ways to have a fantastic holiday – without infuriating the locals From badly behaved travellers to horrendous carbon emissions, summer holidays aren’t always an unmitigated good. Here is how to travel responsibly and still have a great time.
Why this money manager believes markets will end the year higher ‘The idea of recession is off the table,’ says Allan Small of iA Private Wealth, who’s bullish on technology and bank stocks.
Site Traffic Down? Google Just Made Some Big Search AI Changes Google's search changes have severe revenue-impacting implications for many websites.
Selling a cottage will take more careful planning under new tax rules If this couple decides to sell their cottage, which was inherited 10 years ago, there are few options they could consider to minimize their taxes
Touchdown Tactics: Winning Strategies In Football And Finance When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning.
The Challenge Of Growing Electricity Demand We have seen a swift change in demand landscape, pushing electricity demand back into expansion, casting a spotlight on the resilience of utility supply chains.
Why Do People Hate Inflation? New Research Uncovers Key Attitudes Despite an otherwise robust recovery, inflation still ranks high on everyone’s list of economic concerns, and because of this, people overwhelmingly rank "strengthening the economy” as their top concern.
4 ways to save enough now to retire in 10 years If you want to retire in the next 10 years, lower your spending and increase your income. Paying off debt can give you more money to save and invest, and free up your budget later. Increasing your income with a raise or side hustle could give you more money to save.
Don’t Let Perfectionism Slow You Down Aiming for perfection is necessary in many job functions such as medicine and engineering. But it can be counterproductive in other situations such as writing a report or organizing your email. Learning when perfectionism is required and when not is key to high performance. Utilizing strategies to k...
February inflation rate slows to 2.8% as price growth unexpectedly eases Canada’s annual inflation rate unexpectedly fell to 2.8 per cent last month, amid sharp declines in cellular and internet services as well as slower grocery price growth.
What Is Income Tax and How Are Different Types Calculated? The term “income tax” refers to a type of tax governments impose on income businesses and individuals within their jurisdiction generate. By law, taxpayers must file an income tax return annually to determine their tax obligations.
FP Answers: What exactly is value investing? A beginner’s guide Here are 4 key points to understanding what it is and how it works.
You’re Selling Your Business. 6 Common Mistakes, From Money Pros. From unrealistic valuations to failing to plan for what to do with sale proceeds, business sellers often make serious mistakes, financial advisors say.
In the wake of Buy Now Pay Later, we could be getting Dine Now, Pay Later First we got Buy Now, Pay Later (BNPL). Soon, we should be getting Dine Now, Pay Later.
Team sports for kids and yoga in your 50s: exercises to help you stay flexible for every life stage From side planks to standing on one leg while brushing your teeth, these are the key activities you should focus on to keep your joints in good shape.
The experts: osteopaths on 20 easy and effective ways to treat back pain Back injuries are extremely common, yet often misunderstood. Here are the simple steps you can take to avoid discomfort, from exercising your core to getting a good night’s sleep.
A Simple Way to Get Workers to Save More for Retirement Automatic enrollment and default savings rates have proved to be effective, but some employers think they are too paternalistic. Here’s an alternative.
Canada's economy grows more than expected, easing pressure on Bank of Canada to cut rates Heating up of the Canadian economy may push expectations for a first rate cut further down the line.
3 scams you should know about to protect your money and identity online Fraudsters are only increasing their efforts to get your money and financial information. Be suspicious of anyone claiming to be the IRS, and think twice before sending a stranger money over Venmo or Zelle. The best way to avoid identity theft is to be aware of common scams and their tell-tale signs...
Principles of Building Wealth Building wealth over time is a matter of following three basic steps and sticking to them. The first step is to earn enough money to cover your basic needs, with some left over for saving.
If You Want to Achieve Your Goals, Stop Obsessing Over Them. Here's Why. Goal orientation gives us purpose and meaning — but goal obsession makes us psychologically immobile and incapable of seeing the full picture.
Follow these six steps to get a handle on your holiday credit card fallout One way to get a handle on paying off holiday credit card debt, writes Lesley-Anne Scorgie, is to cut back on all non-essential spending.
Steps To Take When Your Retirement Savings Take A Hit If you’re falling short when it comes to saving for retirement, there are a few ways that you can play catch up.
7 Strategies for Being More Productive in 2024, According to a Time-Management Guru Here are ways to make every hour count this year.
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About Me
I was born and raised in Surrey BC, and have been with IPC since 2014.
I am a professional dedicated to helping clients by ensuring that they receive the highest level of service. I look forward to forming relationships with clients and giving them peace of mind when most needed.
I have taken the following industry courses to expand my knowledge and expertise in the financial services industry:
• Certified Financial Planner CFP®
• Canadian Mutual Funds Course
• Life, Accident and Sickness Insurance
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Website
Address
#308/15252 32nd Avenue
Surrey, BC
V3Z0R7
Opening Hours
Monday | 9am - 4pm |
Tuesday | 9am - 4pm |
Wednesday | 9am - 4pm |
Thursday | 9am - 4pm |
Friday | 9am - 4pm |
Suite 220/3388 Rosemary Heights Crescent
Surrey, V3Z0K7
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[email protected] Relationship Manager http://www.rbc.com/groupadvantage
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