CIBC Wood Gundy's Robert Van Alphen will have your back during all your financial decisions

The City of Penticton voted Robert Van Alphen, Investment Advisor at CIBC Wood Gundy, as one of the Best Financial Advisors in Penticton for the year 2021. What makes him such a prolific financial advisor? Is it his commitment to client satisfaction or a strong passion for wealth management or both?

Robert believes that his client’s needs should be the top priority and his mantra - ‘What is best for the client’, is what makes him stand out.

Communication is very important to Robert. He believes that it’s essential to explain to clients what they’re invested in and the risks they’re exposed to. He also wants them to understand what they’re paying for because he understands the value of transparency in his work. As a Certified Financial Planner, being transparent is imperative, especially when your work puts you at the center of your clients’ financial needs.

Robert takes a comprehensive wealth planning approach with his clients—focusing on areas like real estate planning, investment advisory, tax, and estate strategies, financial planning, pensions and more all of which are related to some of the most important decisions people will make in their lives.

Having clients from across Canada, Robert is equipped with the technology he needs to stay connected to his clients, and he makes himself available when they need him.

Robert also gives back to the community. For many years, he has been teaching basic finance courses at the SnPink’tn (The Penticton Indian Band) in order to help individuals gain financial knowledge.

As a younger advisor with over 14 years of experience, Robert has the privilege to build longer-term relationships with clients and their families, and follow their journey as they achieve their goals. He believes that the key benefits to working with the whole family include continuity of advice—especially given the importance of managing the intergenerational transfer of wealth—and lower management costs. In addition, advisors usually work directly with the clients’ accountants and tax professionals which saves them time and effort during tax season.

Another advantage to working with Robert is having free banking and credit card packages through CIBC’s Smart Plus banking package.

After being voted as one of Penticton’s best financial advisors, it’ll be exciting to see what’s next for Robert as he strives to help his clients achieve their financial goals.