Robert W. Clark, CFP®, CLU, FEA

Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. He helps clients articulate their goals and objectives, “crash test” their current plans, identify the “cracks” in those plans, and design strategies to achieve their desired outcomes. Bob works closely with his clients’ accounting and legal professionals to implement and integrate the overall plan.

He also helps design philanthropic strategies that allow clients to enhance their generosity, both during their lifetime—when they can see the impact of their gifts—and through estate distribution plans that maximize the value of their assets for family and community.

Bob is a former President of both the Life Managers Association of Toronto (GAMA) and the Life Underwriters Association of Oakville (ADVOCIS), and is a member of the Conference for Advanced Life Underwriting (CALU).

An avid cyclist, Bob participates in the Heart and Stroke Ride for Heart, the Ride for the Cure in support of cancer research, and Tour de Bleu. He is also the founder of the Jim Hunter Ride for ALS and co-founder of Cycle4StJoes.

Bob serves on the Board of Directors of the St. Joseph Health Centre Foundation, the hospital where his two granddaughters were born.