Define your Goals
Financial Planning
We help our clients clearly understand their financial position so they are empowered to take action and sleep soundly at night, knowing they are in control of their financial future. Every client is unique, and we work to ensure that each unique circumstance is considered and catered to.
Risk Planning
Safeguard your financial future and that of your family with comprehensive risk planning. Our advisers will help you prepare for unforeseen events, like death, disability, or severe illness, so you can maintain financial stability.
Retirement Planning
With adequate risk protection in place, focus on building your wealth creation strategy. Our retirement planning services will help you define your ideal retirement goals and create an actionable plan to achieve them.
Estate Planning
Ensure your legacy passes smoothly and tax-efficiently to your loved ones through effective estate planning. Our advisers will guide you in preserving your wealth and minimizing taxes for future generations.
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![Claude Robert, co-founder of TRG Private Wealth.]()
Claude Robert
Diploma: Marketing Management and Personal Financial Management
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![Jean Robert, co-founder of TRG Private Wealth.]()
Jean Robert
BComm Economics
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![Francois Robert, co-founder of TRG Private Wealth.]()
Francois Robert
Diploma: Personal Financial Management
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![Lance Robert, CFP, Managing Director of TRG Private Wealth.]()
Lance Robert CFP®
Post Grad Dip Financial Planning Law
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![Russell Bishop, PGDip Financial Planning Law, Financial Adviser at TRG Private Wealth.]()
Russell Bishop
Post Grad Dip Financial Planning Law
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![Danielle Robert-Hardman, CFP, Financial Adviser at TRG Private Wealth]()
Danielle Robert-Hardman CFP®
Post Grad Dip Financial Planning Law
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![Dustin Brown, BComm Accounting, Financial Adviser at The Robert Group.]()
Dustin Brown
BComm Accounting
