“Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier. From the very beginning, he demonstrated expertise, insight, and genuine care. Highly recommend.”
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of…
“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and…
As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the…
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that…
“Rob was easy to work with and helped turn financial “noise” into a clear actionable plan, setting realistic goals that I’m actually excited about.”
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…