About Us

Rob Tavares, Financial Security Advisor & Investment Representative

Since 1997, I’ve had the satisfaction of meeting the retirement and estate planning needs of clients in Leeds and Grenville. I listen to their financial objectives and concerns, then, together we build a unique financial security plan that responds to their unique needs.

With a strong belief in what I do, I’ve built my business on:

Relationship based on trust.
My 25 years of experience.
My ability to provide effective investment solutions and personally deliver added-value service.
My commitment to professionalism, education and ethics.

As your financial security and investment representative, I'll continuously endeavor to help you achieve your financial security goals through a planning process designed to help plan and prepare for retirement.

I can provide a number of products and services depending on your requirements. They include:

Life Insurance
Critical Illness Insurance
Disability Insurance
Mutual Funds RSPs, RDSPs, RESPs, RIFs, LIRAs
Segregated Funds RSPs, RIFs, LIRAs

Feel free to contact me at (613) 340-7762. If you prefer, please email me at rob@tavaresfinancial.com or use the contact form on the right of this page.