Our collective goal is to deliver comprehensive wealthcare strategies to high net worth individuals or business owners, all under one roof.
Collectively, these pillars will reduce your taxes, generate you tax-free wealth, and turbo charge your investments, helping you achieve your financial goals.
Other wealth managers can’t do what we do. Unlike them, we have the essential resources, financial expertise, and network of professionals to implement our sophisticated strategies. That’s what makes us so special.
More important, we believe it is vital to understand a client before making any recommendations. After we conduct a thorough analysis of your financial situation, we develop a customized plan that meets your current needs and future aspirations.
We enjoy strategic relationships with our clients’ accountants, lawyers and other financial planners.
We have a long track record of success, servicing hundreds of highly successful members of society. And we have the testimonials to prove it.
Bob's career includes executive positions with Transamerica, Unum, ING Life/NN Financial, and management positions with MONY Life and North American Life.
Bob has a strong background in risk management, strategic planning, underwriting, claims, customer service administration, finance, change management and team building.
At YourWealthCare Ltd, Bob manages the internal business processes, information technology, and staff, with a focus on the definition, design and implementation of quality processes. He is also be involved in relationship management, strategic planning and contributes to Life and Living Benefit Insurance solutions.
Bob received his bachelor's degree from McMaster University, Ontario and is a Fellow, Life Management Institute, Associate, Customer Service and a former editor of "On The Risk".
Bob is a co-author of "The TASK - The Trusted Advisor's Survival Kit" (Lexisnexis, 2009) and has also achieved the prestigious “Top of the Table” membership in MDRT.Now that you appreciate Bob's wealth of knowledge, learn how he can help you with your retirement portfolio.
Contact Bob Kirk at:
(Office) 416-499-4222 ext: 239
(Email) bkirk@yourwealthcare.com
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