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 (

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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

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

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