Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

Mission statement and core values


Mission statement

Our mission is to provide a financial strategy that allows you to move forward confidently with your financial decisions. We break complex problems down into manageable solutions.

Core values

Integrity – Deal with Clients in an honest and fair manner, with integrity being our number one priority.

Professionalism – Maintain a high level of professionalism and confidentiality.

Caring – Empathy and understanding.

Expertise – Strive to improve and expand our knowledge and services.

Ogloff Financial Services Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Robert J. Ogloff

Rob has been a trusted Sun Life advisor since 1993, with the pleasure of helping many families and businesses in the local community plan for their financial future. With a focus on retirement, investment, and insurance planning, he has developed a reputation for providing comprehensive financial advice in a simple, straightforward manner.

One of the most rewarding aspects of Rob's work is helping families who are concerned about the long-term security of their retirement income. He understands their worries about outliving their savings or leaving their loved ones financially vulnerable in the event of a premature death or critical illness. Rob works closely with each Client to develop a tailored financial strategy that meets their unique needs and goals.

In addition to serving families, Rob also has extensive experience working with local businesses to provide employee benefits planning and key person insurance. He is committed to helping local businesses thrive and succeed by assisting them in finding cost-effective benefits solutions and providing financial protection in the event of a loss.

As a CERTIFIED FINANCIAL PLANNER®, Rob takes pride in providing a holistic approach to financial planning. He looks beyond just insurance or investment solutions to consider the entire financial picture for each client. By taking a personalized, goal-oriented approach, he ensures that each client has the right insurance and investment strategies to meet their budget and objectives.

Born and raised in Grand Forks, Rob is deeply committed to serving his local community. As a proud father of twins, he understands the importance of planning for the future and the peace of mind that comes with knowing his family is financially secure. When he is not helping Clients, you can usually find him enjoying music, camping, or hitting the slopes at the local ski hill with his family during the winter.

Job Title: Financial Planner, Sun Life | Founder, Ogloff Financial Services Inc., CFP®, CPCA

Phone: (250) 442-3164

Email: robert.j.ogloff@sunlife.com

Address: Grand Forks, BC

Brenda Shione

Brenda is an integral part of the team at Ogloff Financial, bringing over a decade of experience in customer service and office management. Since joining the company in 2007, after a 12-year break to raise her children, she has played a key role in maintaining office efficiency and daily operations. Her dedication and attention to detail have been invaluable in ensuring that the business runs smoothly and efficiently.

One of Brenda's greatest strengths is her ability to connect with Clients and understand their unique needs. She takes pride in providing outstanding customer service and goes above and beyond to ensure that Clients feel valued and supported. Brenda is known for her warm and friendly demeanor, and Clients appreciate her approachable nature and willingness to help.

In her role as a Client service representative, Brenda is responsible for handling all aspects of service work for our wealth Clients. She works closely with them to help ensure that their needs are met and that they receive the highest level of service possible. Brenda is committed to staying up-to-date with the latest trends and developments in the industry, and she enjoys constantly learning and upgrading her knowledge to better serve Clients.

Brenda's contribution to the success of Ogloff Financial cannot be overstated. Her dedication, professionalism, and commitment to providing exceptional service have helped to build strong relationships with Clients and ensure that their needs are always met. We're grateful to have Brenda on our team, and we look forward to continuing to work with her to deliver the best possible service to Clients.

Job Title: Advisor Assistant, Sun Life | Executive Administrative Assistant for Ogloff Financial Services Inc.

Kristy Newman

Kristy is a vital member of the team at Ogloff Financial, bringing over 17 years of experience in providing exceptional customer service. Her passion for helping Clients and commitment to excellence make her a valuable asset to our business.

As the first person to greet Clients on the phone or in person, Kristy plays a critical role in setting the tone for the rest of their experience with us. She's warm, friendly, and always ready to go above and beyond to ensure that Clients feel valued and supported.

In her role as a Client service representative, Kristy handles all service work for insurance Clients. She's dedicated to providing personalized attention and support to each and every Client, and her attention to detail ensures that every issue is addressed promptly and effectively.

We believe that Kristy's addition to our team has deepened our ability to care for clients and grow our business. Her passion for customer service and commitment to excellence align perfectly with our core values, and we're grateful for the contributions she makes every day.

At Ogloff Financial, we're dedicated to providing the best possible service to our Clients. We believe that Kristy's expertise, professionalism, and passion for customer service make her an invaluable asset to our team, and we look forward to continuing to work with her to serve Clients and help our business thrive.

Job Title: Advisor Assistant, Sun Life

Tamara Ogloff

As Operations Manager for Ogloff Financial Services, Tamara wears many hats. She handles the financial responsibilities of the office, addresses our human resources needs and creates the look, feel and branding of the office.

Tamara has always held positions that were focused on serving people and that is where her strength lies. Her employment history spans many industries. She began in dentistry, then entered the work force in the business sector working at CFDC Boundary taking on various positions till she took a position with School District 51 where she worked until coming to our office full-time.

She's a wife and mother of two, who also has her own business as a health and wellness advocate.

Job Title: Advisor Assistant, Sun Life | Office Manager for Ogloff Financial Services Inc.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.