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Rob Koski

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Rob Koski
  • BA (Economics) 1995
  • BComm (Finance) 1995
  • Certified Financial Planner (CFP®) 2006
  • Chartered Life Underwriter (CLU®) 2015

Rob is a Calgary native who attended Lord Beaverbrook High School and the University of Calgary. His post-secondary education included completion of the CFP designation through Mount Royal College where Rob obtained the highest exam score in his class.

He specializes in financial planning for affluent families. Using sophisticated financial planning software, he assesses various strategies to accumulate and distribute assets. He has specific expertise in modeling the impact of setting up Individual Pension Plans, and a wide variety of estate planning tactics and life annuities.

Rob is married with two daughters and enjoys skiing, golf and music performance. Rob is also the bassist and manager of One Nite Band, a 5-piece party band that performs in the Calgary area for a limited number of corporate events and weddings.