Robert R Lamb BA, CFP®, CHS, MFA

Financial Planner – Manulife Securities Investment Services Inc.
Life Insurance Advisor - 123Retire

Robert is committed to helping his clients have better lives. And he's always telling them, "This isn't a dress rehearsal, you know; you've got to live now."

A firm believer that an educated client isn't just a better client, but a better person, Robert's always exploring new concepts or strategies to help people get more life out of their money.

He's also a fan of Thomas Sowell and loves Sowell's quotes. For example, this is a Sowell quote that Robert takes to heart, “When you want to help people, you tell them the truth. When you want to help yourself, you tell them what they want to hear.”

And he hates taxes. As Thomas Sowell asked, “What exactly is your ‘fair share' of what someone else has worked for?” Towards that end, Robert manages clients' investments to generate sustainable, tax-effective income that will give them the capability to realize their full potential in retirement.

While his formal education is extensive, Robert says it's his 30+ years of experience that has given him the wisdom to be most effective in helping people create a secure financial future for themselves.

He's also very conscientious about his work ̶ “If you're going to do something, do it right.” Moreover, he refuses to work with people he doesn't like; he says life is too short.

Apart from being a workaholic, Robert devotes time and energy to playing hockey and riding his motorcycle. But he says, ‘it's not enough!'

Robert believes that while numbers are important, what people ultimately care about is having a great life. So, if the idea of enjoying life in retirement sounds exciting, schedule a free consultation today to chat with Robert.

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