home
contact
About Us
How We Work
Cobourg Homemove
Jan and Rob and their team offer a personal, hands-on approach to managing our accounts. I highly recommend them.
Judy P., Port Hope, Ontario
Last Updated: Mar 14, 2025
Thinking about you…
We never stop thinking. About you. About your investments. About how we can help. Our approach to serving clients is clear: your needs always come first. We strive to build long-term relationships by focusing on ensuring the highest levels of integrity and quality advice, as well as performance. It’s all about helping you succeed by building and preserving your wealth.
We value the trusted relationships we have with our clients. Choosing an Investment Advisor team that will be yours for the long term is a big decision. We are happy to share with you some comments from a few of our existing clients.
As a former Financial Advisor, I have found a winning combination of knowledge, experience and professionalism with Jan and Rob's team approach.
Jorg N., Colborne, Ontario
Working with the Rob and Jan has been a great and rewarding experience for me. I finally feel that my money is working for me! Jan and Rob always listen to and understand my goals and then provide the solutions that are tailored to me. I would highly recommend them to anyone who wishes to increase their wealth.
Liz L., Cobourg, Ontario
