If you ask Rob Dempster what impresses him, he’ll answer very quickly that “people impress me, things don’t.” And those are reassuring words to hear from a senior financial advisor. Why is that reassuring? Rob is focused on the individual and what they truly want to achieve, not just what they can have.

It’s not really that surprising to hear Rob talk that way because in both business and outside of the office he’s a coach – he just can’t help it. At work, he’s a wealth coach and works with his clients to help them grow their wealth and protect their wealth. Outside of work, he has been a very active hockey and baseball coach his entire adult life and if you ask Rob, he’ll tell you that one of the most challenging parts of coaching sports can be getting heard over the advice of the parents! Rob knows they’re trying to help, but he also knows that he’s the one who can bring out the best in his team. He knows their strengths, their weaknesses, what motivates them and where they flourish.

Interestingly, it’s much the same as a wealth and risk management coach. People start listening to all kinds of people who are likely not qualified to give them the right advice. But Rob takes the time to know his clients and understand their financial strengths and opportunities. He knows how to help them play their strongest long game.

So when you chat with Rob, you’ll find out that he wants to help you get what you want – and he might even push you a bit to help you do so; just like any good coach would.

As a father of two adult boys, Rob gets to deliver good leadership at home as well. Much like many of his clients, Rob and his wife are very busy with not only the hustle required for two young student athletes, but also with the wisdom transfer that kids need from their parents. Rob’s son Geoffrey is now working with the firm while finalizing his finance degree and playing hockey at Lakehead University. So, when you put together the family responsibilities, the work life and the community commitments – Rob understands it when his clients tell him how busy they are. He lives the same experience.

Other interesting Rob Dempster data:

• Served as a senior financial consultant with a major financial institution for 20 years
• Created Carleton Financial Services Inc. together with Founding Partner, Ken Guarisco, a full service independent financial planning firm in 2002
• Created Dempster Financial Group Ltd. to serve local business owners, currently President in 1999
• Is a founding member of the Ottawa Junior Board of Trade
• Is a member in good standing of the following certifications and designations:
  • Chartered Life Underwriting (CLU) – CLU is a professional designation for individuals who wish to specialize in life insurance and estate planning.
  • Certified Financial Planner (CFP) – CFP is the most widely recognized financial planning designation in Canada and worldwide, the CFP designation provides assurances to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.
  • Advocis – Advocis is the largest voluntary professional membership association of financial advisors in Canada offering designations, continuing education opportunities, industry-leading publications and membership in a chapter network with incredible mentorship programs, study groups, practice development and more.
  • Conference for Advanced Life Underwriting (CALU) – CALU is the leadership in innovative advanced planning solutions and advocacy to promote the financial health of Canadians. Their mission is to promote a deeper understanding of complex financial and tax initiatives for members and clients and influences sound public policy.
  • Life and Qualifying Member of Million Dollars Round Table (MDRT) – MDRT is a global, independent association of the world’s leading life insurance and financial services professionals. MDRT is recognized internationally as the standard of excellence in the life insurance and financial services business.
• Has a licence to practice in Ontario, Quebec, Alberta, Nova Scotia, Prince Edward Island, Yukon and New Brunswick
• Was selected for his professionalism to be a member of the Executive Council of the Wealth and Estate Planning Group, a part of Freedom 55 Financial, a division of London Life Insurance Company
• Was instrumental in securing public action for building Highway 416
• Is a founding member of the Community Foundation of Ottawa-Carleton
• Earned his B.Comm Honours in Sports Admin at Laurentian University
• Was on the board of directors at Laurentian University
• Has been actively involved in several local charities and community causes including Kiwanis, Cancer research, the Heart & Stroke Foundation, St. Pat’s Home, MS Society, Diabetes Canada, Community Living Renfrew, Bruyère Foundation, CHEO Foundation and Ottawa Hospital Foundation
• Has been very active in coaching both minor hockey and baseball