Linda, OUR VERIFIED ADVISOR

Linda always saved a seat for me beside her. Obviously, it was not because I were the most handsome man in the crowd. Read full story...

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Advisor Profile

Robert Bauml

Summit Financial Planners Inc

250-542-5500

  • Summit Financial Planners Inc
  • Account Representative
  • CFP
  • BC, AB, SK, ON all Life and A&S BC, AB, SK, NB
  • 1997
  • Indirect

    Indirect, through third-party compensation such as commissions

    Direct, e.g. fee for service, asset percentage, etc

  • 0 (Minimum in Thousands)
  • 15 years as an independent financial advisor