Robert Trickett - CFP - Financial Planner

Robert Trickett - CFP - Financial Planner

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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 (

Staying Disciplined Amid Global Uncertainty 07/11/2025

Staying Disciplined Amid Global Uncertainty In his Q2 update, Blair Setford, AVP Product Development, Canada Life Investment Management Ltd. notes that the ongoing uncertainty in the markets requires a disciplined approach to portfolio diversification.

Survey Says: Invest Now or Regret It Later 07/01/2025

Survey Says: Invest Now or Regret It Later When asked, Americans express plenty of financial regret. According to a new survey of more than 1,000 Americans (including boomers, Gen Xers, millennials and Gen Zers), 43 percent regretted not investing earlier as their biggest financial failure. Following closely behind, 38% said they regret ov...

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Location

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