Robert Gafka
About Robert Gafka
Robert Gafka serves as the Division Director at Investors Group Financial Services Inc., specializing in farm and business succession planning. He emphasizes lifestyle in financial planning and focuses on personal risk management to protect clients from unforeseen events.
Work at Investors Group Financial Services Inc.
Robert Gafka has served as Division Director at Investors Group Financial Services Inc. since 1996. With 28 years of experience in this role, he operates primarily in the Fraser Valley region. His responsibilities include overseeing financial planning services and guiding clients through various financial strategies.
Specialization in Farm and Business Succession Planning
Robert Gafka specializes in farm and business succession planning. He assists clients in transitioning their enterprises smoothly, ensuring that their businesses continue to operate effectively during and after the transition period. This focus allows clients to maintain stability while planning for the future.
Focus on Lifestyle in Financial Planning
In his financial planning approach, Robert emphasizes the importance of lifestyle. He aims to create financial plans that enable clients to enjoy their lives while their money works for them. This perspective integrates personal goals with financial strategies to enhance overall client satisfaction.
Expertise in Personal Risk Management
Robert Gafka focuses on personal risk management as a key component of his financial planning services. He works to ensure that clients are protected against unforeseen events, helping them to mitigate potential risks that could impact their financial well-being.
Educational Background
Robert Gafka completed his high school education at Glenalawn Collegiate, achieving his diploma in 2013. He also attended Varennes School, which contributed to his foundational knowledge and skills in preparation for his career in financial services.