Bob Wark EPC, CFP®, CPA, CGA

Senior Financial Planning Advisor

Bob has been helping clients to improve their prosperity since 1997. Bob works with individuals and families, family businesses, professionals, and executives to help them make smart financial decisions which allow them to reduce taxes, address the concern of running out of money, and retire comfortably. In 2007 Bob earned a designation in Elder Planning Studies from George Brown College. With this he is able to help clients plan for the financial impact of caring for parents and the effects of longer life expectancies. Prior to working in financial services, Bob worked for over 20 years in the public accounting industry where he gained valuable experience in personal and corporate tax and business succession planning. Bob is also an Advisor with Assante Estate and Insurance Services Inc.

From playing junior hockey in Owen Sound to curling for the past 30 plus years, Bob has always led a very active lifestyle. Now, golf is his sport of choice. Bob enjoys visiting his two daughters in Toronto with his wife Karen. At the end of the day Bob is greeted by his cat Brookie who he rescued from the Humane Society.