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Contact
Us
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Stuart Rowles
BA,CFP,CLU,ChFC,CHS
Martina
Rasmus
Suite 1810
1075 West Georgia Street
Vancouver, BC
V6E 3C9
Bus:(604) 684-8313
Fax:(604) 684-8315
Email: stuart@rowlesfinancial.com
Email: martina@rowlesfinancial.com
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Thought For The Day
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Mission Statement....
To provide unbiased, personalized financial advice, solutions, and services that will enable our clients to achieve their
individual goals and ensure financial independence and retirement security. Rowles Financial
does not
represent any single life insurance company, investment firm, bank or trust company. We search the market to find
the best product to meet the needs of each client.
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Profile and Experience...
Stuart has been providing professional advice since 1988. His specialties
include comprehensive
financial planning for retirement, investment management, insurance planning and employee benefit
plans.
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Stuart is a member in good standing of the following organizations and subscribes to their respective codes
of ethics and standards of conduct:
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Degrees and Designations
BA
- University of British Columbia
CFP - Certified Financial Planner
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
CHS-
Certified Health Insurance Specialist
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CLU
- Chartered Life Underwriter
For
more than 80 years, the CLU designation has been widely recognized as a
mark of excellence in the industry. The Chartered Life Underwriter is a
professional financial advisor specializing in developing effective
solutions for individuals, business owners and professionals in the areas
of income replacement, risk management, estate planning, and wealth
transfer.
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CHS
- Certified Health Insurance Specialist
A
CHS is a professional financial advisor specializing in living benefits,
including income replacement and risk management solutions for
individuals, business owners and professionals.
The CHS is the only designation in Canada denoting specialized knowledge
in all areas of living benefits and is the premier credential in the
health insurance industry.
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CH.F.C
- Chartered Financial Consultant
A
Chartered Financial Consultant is a financial advisor with advanced
knowledge in wealth accumulation and retirement planning. An advisor with
a CH.F.C. is an expert in retirement planning and capital accumulation
strategies.
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CFP
- Certified Financial Planner
The
Certified Financial Planner designation is an internationally recognized
standard for financial planning. It is granted by the Financial Planners
Standards Council (FPSC). An advisor with a CFP may help you with personal
financial planning and offer advice on investment products and strategies.
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Life - Health - Disability - Group Benefits - Pension
Plans - RRSP's - RRIF's - RESP's - Annuities - Investments
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