Rob is President of G. Cook & Sons Financial Services Inc., a family owned Financial Planning firm established in 1984 by his father George (Butch) Cook CFP, FICB, CLU after a 20 year banking career.
Rob joined his father in 1989 after 6 years at sea with MV Osprey Ltd. The lure of the sea was not enough to keep Rob from working alongside his mentor father and younger brother Peter.
Rob is a huge supporter of his community in Liverpool, Queens County, NS and in that regard is actively involved as Trustee and Chair of the Queens General Hospital Foundation, Chairmen of Queens Association for Supported Living, Treasurer for Liverpool International Theatre Festival and Treasurer / Board Member for South Shore Opportunities – CBDB, a federally funded program that provides business funding and advice for small to medium size business in Queens and Lunenburg Counties.
Rob is licensed in Nova Scotia and Alberta with Quadrus Investment Services and Canada Life providing tax, investment and estate advise to his valued clients.
Pete along with his brother Rob are owners of G. Cook & Sons Financial Services Inc. The business has been in operation in Liverpool for over 40 years.
As a second generation Financial Planner, Peter holds the credentials of CFP (Certified Financial Planner), CHS (Certified Health & Living Benefits Specialist) as well as being mutual fund licensed through Quadrus Investments. In his free time he enjoys the outdoors and spending time with his wife and two children.
Together, we can create a financial security plan as unique as your goals and dreams, whether they include:
Retiring comfortably
Financing your child’s education
Providing financial security for your family
Leaving a legacy for your family or favorite charity
Owning a home or vacation property
Building a successful business
My goal is to work with you to build a financial security plan to help you grow and protect your wealth over time. It means you’re working with a plan that gives you the opportunity to enjoy what you’ve worked so hard to achieve. Contact me today and let’s get together to talk about your options. And of course there’s no obligation.
Dale has 37 years’ experience in the Financial Services industry and Home Sales including 11 years as senior lender and Management with Chartered Banks / Trust Companies together with 8 years as a financial planner and 18 years in Real Estate / New Home Sales as well as arranging financing for clients. Whether it’s Insurance , investments to aid you and your family with your savings goals for retirement and security protection I can help you with the financial solutions to get you what you need