Who We Are

Kern has more than 14 years of diverse experience in the financial services industry, during which he has acquired many industry designations. 

More importantly, Kern prides himself on living by his motto, “there is no better time than the present to be better.”   Thus, he is always exploring new concepts, tactics, and strategies to help people be more effective with how they use each dollar.

“I firmly believe that educating clients provides them with the skills to make better decisions, not only for their current situation, but also for their future.”

Kern’s principles enable him to help his clients achieve their goals and, in turn, to live better lives.  He says the numbers paint the picture, so discovering the disconnect between what is possible and what is probable is key to helping people create meaningful futures for themselves.

Kern is not just a numbers man.  He’s always been an avid baseball player, playing for Team Canada, going to the College World Series, playing semi-professionally and most recently representing Alberta at the Men’s National Championship in 2018 and again this year, 2023.   Not only does he enjoy this aspect of his life, but he also says it has given him a real appreciation for what can be accomplished when people work together.

Married, and a father of three, Kern is generous in the community and in his church.   When Kern isn’t at work you can find him working out, studying, playing baseball, coaching baseball, or enjoying family time. 

If achieving your desired goals without conceding is your objective, you are going to enjoy working with Kern.

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Robert is committed to helping his clients have better lives. And he's always telling them, "This isn't a dress rehearsal, you know; you've got to live now."

A firm believer that an educated client isn't just a better client, but a better person, Robert's always exploring new concepts or strategies to help people get more life out of their money.

He's also a fan of Thomas Sowell and loves Sowell's quotes. For example, this is a Sowell quote that Robert takes to heart, “When you want to help people, you tell them the truth. When you want to help yourself, you tell them what they want to hear.”

And he hates taxes. As Thomas Sowell asked, “What exactly is your ‘fair share' of what someone else has worked for?” Towards that end, Robert manages clients' investments to generate sustainable, tax-effective income that will give them the capability to realize their full potential in retirement.

While his formal education is extensive, Robert says it's his 30+ years of experience that has given him the wisdom to be most effective in helping people create a secure financial future for themselves.

He's also very conscientious about his work ̶ “If you're going to do something, do it right.” Moreover, he refuses to work with people he doesn't like; he says life is too short.

Apart from being a workaholic, Robert devotes time and energy to playing hockey and riding his motorcycle. But he says, ‘it's not enough!'

Robert believes that while numbers are important, what people ultimately care about is having a great life. So, if the idea of enjoying life in retirement sounds exciting, schedule a free consultation today to chat with Robert.

Schedule a free consultation