Why Robinet ?
- Financial advisors can often look similar. Reviewing our points of differentiation will give you the understanding of just how our process will give you the greatest chance of success.
Here's what you get at Robinet Financial Services Inc....
- A personalized comprehensive financial plan. This is based on your goals, your retirement dates and your investment returns updated annually.
- An Investment Policy Statement reflecting your Risk and Fund Profile.
- A personal review of the safety nets available, together with the ones you already have in place to ensure that if something goes wrong, you are protected.
- You can view all your investments and life insurance 24/7 from the Robinet Financial Services Inc. website.
- Friendly staff and prompt return of phone calls.
- The security of knowing that were totally independent in our decisions.