Ogloff Financial Services Inc.
Job title: Financial Planner, Sun Life, CFP®, CPCA
Languages spoken: English
Area(s) served: Grand Forks and Boundary Area
Let’s work together
Build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by:
- Understanding your goals and helping you make the most of your savings and contributions
- Providing investment strategies designed to help maximize your money
- Protecting you and your family with insurance solutions that fit your needs
- Converting your lifetime savings into retirement income when you’re ready
Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.
Client Testimonials
"Rob, Brenda and Staff have been an ongoing source of support and knowledge around investments and insurance for our family.
They provide the nuance needed to make sounds judgements based on our specific needs and I couldn't be happier with the level of service I receive when I have a request. Thanks so much."
-S.B. Maple Ridge, BC
"Rob's office has been very accommodating to our family's needs. We were looking for someone to not only help us organize our finances but also help to make sure our family was well insured for years to come. We feel so much better knowing we have a plan moving forward and that Rob's office keeps us on track!"
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V.K. Grand Forks, BC
I believe in putting Clients first
I strive to build solid and lasting relationships with you and help you achieve financial success. Through valuable advice, I can help you make well-informed choices to protect the present and prepare for the future. My professionalism combined with an understanding of your needs allows me to offer solutions that suit you the best.
I can help you:
- Focus on your health and financial priorities
- Create a roadmap for your goals
- Identify gaps and needs
- Implement your plan
- Review and adjust your plan based on your needs change
- Stay confident while navigating through uncertain times
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
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Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence
If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Let’s assess your goals to help ensure your financial roadmap helps you get there.
Office information
