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About
Rosanna Robinson, CH.F.C., CSA
"When your values
are clear . . .
your decisions
are easy."
"In 1990, when my daughter was born, I felt the need for life and disability insurance. My agent at Fox Insurance referred me to Rosanna Robinson. At the time, I was frustrated over the steady decline in value of my investments through a national financial institution.
With Rosanna's guidance and expertise, I was able to further my education by returning to university while still raising my two daughters. Today, we have all graduated, and Rosanna continues to grow the investments.
Not only does Rosanna advise; she educates. So while everyone panics over the market madness, I can remain calm and confident, knowing that as an independent financial advisor, Rosanna invests in companies with proven records. She keeps her eye on my goal at all times, and will sometimes remind me of that goal. I appreciate the personal concern for my family's future wellbeing."
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Arlene Kroeker
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Rosanna Robinson, CH.F.C., CPCA®, is a licensed Investment Fund Advisor and Insurance Broker practicing in the Vancouver area, including Richmond and Victoria, British Columbia, Canada. Rosanna is licensed in both British Columbia and Alberta.
Rosanna has been a Financial Advisor and Insurance Broker
since 1982. As a licensed Financial & Investment Fund Advisor since 1996, Rosanna works with Desjardins Financial Security Investments Inc, through which mutual funds are distributed.
As a Chartered Financial Consultant (CH.F.C), Rosanna has advanced knowledge in wealth accumulation and retirement planning. An advisor with a CH.F.C. is an expert in retirement planning and capital accumulation strategies.
As a Certified Professional Consultant on Aging (CPCA®), Rosanna is certifed with the Canadian Academy of Senior Advisors. Certified Senior Advisors have been trained to work with seniors, understand their needs, and assist them in attaining their goals.
Rosanna also holds a Certificate in Financial Planning which is awarded upon completion of eight courses in the Certified Financial Planners program.
Business Affiliations:
Executive Member LUAC (now Advocis)
Chairperson - LUAC Sales Congress
Volunteer Affiliations:
Former Board Member of Big Brothers of Greater Vancouver
Former Volunteer Chairperson of Air Canada Championship
Former Committee Member, Ladies Media Golf Tournament
Services
RRSPs & RESPs
Retirement & Estate Planning
Mutual & Segregated Funds
Life Insurance
Long Term Care Insurance
Critical Illness Insurance
Disability Income Insurance
Mortgage Insurance
Business Insurance
Group Benefits
Schedule a Free Consultation
Call: (604) 230-9580
Rosanna Robinson, CH.F.C., CPCA®
MoneyWorks Financial Services
Financial Advisor providing Insurance & Retirement Planning
in Vancouver, Richmond and Victoria, British Columbia since 1982
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