J. Robert CraigCFP®, CLU, CH.F.C

Certified Financial Planner®

Robert began his career in the insurance industry with Sun Life in 1979. After successfully building an insurance practice Robert obtained his mutual fund registration in 1987. While striving to maintain the highest professional integrity Robert has acquired designations as a Certified Financial Planner®, a Chartered Life Underwriter, and a Chartered Financial Consultant.

He has seen many changes in the industry over the years and has always stayed on top of them. He served several years on the Ottawa Advocis board of directors including terms as both President and Past President.

Robert specializes in retirement, estate, and tax planning. He has done extensive work with business owners including funding shareholder purchase agreements as well as implementing group benefit plans.

Robert has been married for 44 years and continues to live in North Gower, south of Ottawa where he was raised. He is a passionate Senators fan and enjoys golfing throughout the summer.

 

Insurance products available through John Robert Craig.