Robert Trickett - CFP - Financial Planner

Robert Trickett - CFP - Financial Planner Robert is dedicated to helping clients by ensuring that they receive the highest level of service. Insurance products available through Robert Trickett

He looks forward to forming relationships with clients and giving them peace of mind when most needed. Robert is a professional dedicated to helping clients by ensuring that they receive the highest level of service. Robert holds the internationally recognized designation of Certified Financial Planner (CFP®). He has also successfully completed the following:

• Certified Executor Advisor Course (

CEA)

• Canadian Mutual Funds Course

• Life & Accident/Sickness Insurance LLQP course. Financial planning is an Outside Business Activity and is conducted outside of IPC Investment Corporation. Insurance products available through Robert Trickett.

04/27/2026

Readers asked if it is a good time to buy or sell, whether fixed or variable mortgages are the way to go, and what’s happening with the preconstruction condo market.

01/06/2026

In an age of endless low-quality information, it’s time to fight our instinct to seek out and absorb all we can. It takes practice.

12/23/2025

A roundup of the biggest personal finance changes in Canada for 2025—from lower interest rates and tax cuts to new banking rules, housing rebates, and the rise of AI.

11/18/2025

About 60% of younger people have TFSAs, but 41% aren’t investing money in these accounts.

10/28/2025

Time in retirement may be your most valuable asset.

10/13/2025

Chatbots want to be your friend, when what you really need is a neutral perspective.

09/24/2025

Artificial intelligence promises to reshape Wall Street—and individual investors—like few other tech changes in its history.

07/11/2025

In his Q2 update, Blair Setford, AVP Product Development, Canada Life Investment Management Ltd. notes that the ongoing uncertainty in the markets requires a disciplined approach to portfolio diversification.

07/01/2025

When asked, Americans express plenty of financial regret. According to a new survey of more than 1,000 Americans (including boomers, Gen Xers, millennials and Gen Zers), 43 percent regretted not investing earlier as their biggest financial failure. Following closely behind, 38% said they regret ov...

06/17/2025

The premise is simple: Aside from rent, groceries and internet, cut absolutely all other spending, and live like a monk.

Address

#308/15252 32nd Avenue
Surrey, BC
V3Z0R7

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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