Rob Wojtasik, Cfp, Rrc
About Rob Wojtasik, Cfp, Rrc
Rob Wojtasik is an Associate Consultant at Tranter & Associates, specializing in wealth planning for young professionals and their families. He has worked at IG Wealth Management since 2003 and has a personal connection to the company as a former client.
Work at IG Wealth Management
Rob Wojtasik serves as an Associate Consultant at IG Wealth Management, a position he has held since 2003. With 21 years of experience in this role, he operates out of Ancaster, Ontario. His work focuses on providing tailored financial planning services to young professionals and their families, helping them achieve and maintain financial independence. Wojtasik emphasizes a comprehensive approach to wealth planning, ensuring that the unique situations of each client are addressed.
Education and Expertise
Rob Wojtasik holds the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations. These qualifications reflect his expertise in financial planning and retirement strategies. His professional focus is on guiding clients through the complexities of wealth management, ensuring they have the knowledge and tools needed for effective financial decision-making.
Background
Rob Wojtasik was born and raised in Flamborough, Ontario, in a family of four boys. His upbringing in a competitive environment has influenced his approach to both his professional and personal life. He has a personal connection to IG Wealth Management, having been a client alongside his parents and friends prior to joining the company. This background provides him with unique insights into the client experience.
Achievements
Throughout his career, Rob Wojtasik has demonstrated a commitment to providing a high level of service to his clients. He tailors his financial planning strategies to meet the specific needs of each individual or family. His dedication to helping clients achieve their financial goals has established him as a trusted consultant within the community.
Personal Interests
In his leisure time, Rob Wojtasik engages in various competitive and athletic activities, including hockey, golfing, and mountain biking. These interests reflect his active lifestyle and commitment to maintaining physical fitness, which complements his professional focus on financial health.