Robert Lockie, Cfp, Clu, Tep, Rrc
About Robert Lockie, Cfp, Clu, Tep, Rrc
Robert Lockie is an Associate Consultant at Spence & Associates Private Wealth Management, where he has worked since 2007. He specializes in financial planning, retirement planning, risk management, and estate planning, and holds several professional designations including CFP, RRC, and CLU.
Work at IG Wealth Management
Robert Lockie has served as an Associate Consultant at IG Wealth Management since 2007. He is part of the Spence & Associates Private Wealth Management team, which he joined in 2011. In his role, he focuses on reviewing client portfolios and developing personalized financial plans. Lockie's work emphasizes helping clients achieve their financial goals through tailored strategies.
Education and Expertise
Robert Lockie earned a Bachelor of Arts (B.A.) degree from the University of Guelph, where he studied from 2001 to 2006. His educational background supports his expertise in financial planning. He holds several professional designations, including Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Chartered Life Underwriter (CLU), which enhance his qualifications in the financial services industry.
Background
Robert Lockie has built a career in financial services, starting at IG Wealth Management in 2007. His tenure spans over 17 years, with a significant portion dedicated to the Spence & Associates team. His experience includes a focus on portfolio reviews and client planning, which are essential components of wealth management.
Achievements
Throughout his career, Robert Lockie has specialized in various areas of financial services, including Financial Planning, Retirement Planning & Projections, Risk Management, and Estate Planning. His commitment to personalized client service and financial goal achievement is a key aspect of his professional practice.