Rod has an MBA degree from UBC, his Chartered Life Underwriter designation, and is a Certified Financial Planner professional. He is the owner of Halsey Financial Group, a Victoria financial services firm started by his father in 1981. Rod specializes in providing financial advice to retirees and those approaching retirement.
Rod speaks regularly on various financial topics related to retirement income, financial, and estate planning. His interests outside of work range from golf, boating, fishing and family to involvement with Lambrick Park Church.
Rod is married to Tricia, they have three children, Charlotte, Olivia and Liam and a miniature dachshund named Snorkel.
Designations and Licenses
Certified Financial Planner (CFP)
Chartered Life Underwriter
Chartered Financial Consultant
Licensed for Mutual Funds, Stocks, Bonds
Licensed for Life, Disability, Long-Term Care and Critical Illness Insurance
Investment product recommendations and investment services are provided through Assante Capital Management Ltd. Insurance products and services and Financial Planning services are provided through Halsey Financial Group.
Assante Capital Management Ltd. or affiliated entities shall not be held liable for activities conducted by an Advisor that are non-securities related activities. Assante will investigate any written client complaint received or arising from, a pre-approved outside business activity.