Rob Koski CFP^®, CLU^®

Vice President & Principal

Rob began his career in financial services in 2003. In 2005, he connected with Kevin Algar over a shared set of business values and a common vision for how clients’ needs, goals, and aspirations could be managed to achieve meaningful outcomes. He joined Algar Virtue in 2006. That alignment continues to shape his approach today. Rob’s work centres on operations and client experience, bringing clarity and structure to complex planning situations.

Rob is particularly focused on simplifying complexity and improving efficiency—strengthening internal processes while ensuring clients receive clear, effective guidance that supports confident decision-making. As he puts it, “If we can make things simpler and more transparent, we give people the confidence to act.”

Following Algar Virtue’s integration with Newport Private Wealth, Rob continues to play a key role in aligning operations and enhancing the client experience across the combined platform.

Rob obtained his Chartered Life Underwriter (CLU®) and Certified Financial Planner (CFP®) designations, along with both a Bachelor of Arts in Economics and a Bachelor of Commerce in Finance from the University of Calgary—an academic foundation that supports his practical, outcomes-focused approach to planning and operations.

Born and raised in Calgary, Rob remains closely connected to his community. He and his wife have two daughters, and much of his time outside of work is spent with family, skiing in the winter and camping in the summer.

Music is a long-standing part of Rob’s life. He manages and plays bass with One Nite Band, performing at local events. His family shares that interest, although developing his vocal skills remains a work in progress.