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 Rob MacRae, RFP, CFP, CIM 
Senior Financial Advisor Assante Capital Management Ltd.

Rob MacRae currently serves as a Senior Financial Advisor at Assante Capital Management Ltd. managing $114 Million on behalf of 214 client households. Rob was one of the founding shareholders of Assante Wealth Management, an organization that evolved from a privately held Canadian company into a publicly traded company with an initial public offering in 1998 before being taken over by CI Financial in 2003 for $846 Million.

As a guest radio host Rob filled the role of resident financial authority from 1994 to 1997 prior to being a weekly expert on talk radio from 2008 through 2010. Rob has been quoted as a financial specialist in national print media dating back to 1999. Since 1991 he has hosted over 100 public seminars on financial success.

His educational accomplishments include three degrees, a Bachelor of Physical Education, Bachelor of Education, and a Bachelor of Business Administration with honors. Professionally he is a decorated financial planner holding the certification of Certified Financial Planner, Registered Financial Planner and Certified Investment Manager. Rob’s greatest success is his family, which includes his wife Marie and children Sarah, Riley, and Meghan.

ROB’S PRESENTATION TOPICS

Find A Financial Coach  

Make it easy for clients to retain you or prospects select you as their financial advisor. Their single most important decision for financial success. The Financial Advisor Evaluation Form makes this process quick, simple, and effective.

4 Step Process for Financial Success

Not a scientific complicated model based on high level theory. No, a basic framework that has evolved over 30 plus years of discussing personal finances with prospects and clients. Its beauty is in its simplicity in allowing you to clearly, concisely, and effectively get the information required to help clients achieve their financial success.  

Information Flow for Client Engagement  

A flow chart outlining information flow between your prospects and you, to quickly set the stage for your value-added products and services that allow for their financial success.

Invest To Win

No one can escape the barrage of investment information today, whether it be news radio, print media or the slew of ever evolving social media – credible or not! So, what are clients to do? Develop a Strategic Asset Allocation. In 5 minutes, the “Three Areas of Investment” worksheet and discussion will change the way you discuss investing and markets with your clients and ensure their long-term investing success.

Clone Your Best Clients

An honest straightforward discussion to gain referrals from the clients you most desire. A complimentary process that leads to future client introductions.   

 
 

Pro-Seminars is Canada's leading provider of education, training and materials for Insurance and Financial Services Professionals.
Pro-Seminars is an approved and accredited education provider specializing in 2-day 15 CE credit seminars and online CE courses.



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