Robert Eagleson Financial Service

Robert Eagleson Financial Planning is a financial services firm that provides a range of financial planning and investment services to clients in Alberta and British Columbia. With over three decades of experience in the industry, Robert Eagleson and his team are dedicated to helping clients achieve their financial goals through comprehensive financial planning and prudent investment management.

Financial Planning Services

Financial planning is a long-term process of managing your finances so you can achieve your financial objectives and meet the challenges that arise in every stage of life. At Robert Eagleson Financial Planning, we believe that financial planning is a process, not a product. Our team of experienced financial planners works closely with clients to develop a customized financial plan that takes into account their unique goals, financial situation, and risk tolerance.

Our financial planning services include retirement planning, tax planning, estate planning, education planning, and business insurance. We help clients determine their financial needs and develop a plan to meet those needs, including investments, insurance, and other financial products.

Investment Services

Investment planning is a critical component of any comprehensive financial plan. At Robert Eagleson Financial Planning, we believe in a disciplined, long-term approach to investing that emphasizes downside protection and wealth preservation. We work closely with clients to develop an investment strategy that is tailored to their goals, risk tolerance, and time horizon.

We offer a range of investment services, including mutual fund investments, tax-efficient investment strategies, and education savings plans. Our team of experienced investment professionals has the knowledge and expertise to help clients navigate the complex world of investing and make informed decisions that are in their best interests.

Estate Planning Services

Estate planning is an essential part of any comprehensive financial plan. At Robert Eagleson Financial Planning, we help clients develop an estate plan that ensures their wishes are carried out and their loved ones are provided for. Our estate planning services include will preparation, trust planning, and tax planning. We work closely with clients to develop a plan that maximizes the value of their estate and minimizes taxes and other expenses.

Insurance Services

Insurance is an essential part of any comprehensive financial plan. At Robert Eagleson Financial Planning, we offer a range of insurance products to help clients protect their assets and provide for their loved ones. Our insurance services include life insurance, critical illness insurance, and mortgage life insurance. We work closely with clients to determine their insurance needs and develop a plan that provides the coverage they need at a price they can afford.

Fees

At Robert Eagleson Financial Planning, we believe in transparency and fairness when it comes to fees. We offer flexible fee options, including front-end fees that are negotiated to 0%. We are committed to providing our clients with value for their money and ensuring that our fees are reasonable and competitive.

About Robert Eagleson

Robert Eagleson is the founder and principal of Robert Eagleson Financial Planning. He has over three decades of experience in the financial services industry and holds several professional designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Robert was born and raised in small-town Alberta and is committed to providing his clients with personalized, professional financial advice and service. He is married to his high school sweetheart and has three wonderful children. In his spare time, he enjoys fly fishing and fly tying.