Rod Abbott, MBA, CFP, CLU, CH.F.C.

Financial Planner, Assante Wealth Management

About Rod Abbott

Rod received his MBA from the University of British Columbia in 1984 and is a Certified Financial Planner®. Many individuals have benefitted from his presentations on increasing retirement income, reducing tax, and effective estate planning. He has written for Prime Life magazine and has been quoted in the Victoria Times Colonist. Rod has served on the boards of Lambrick Park Church and SALTS (Sail and Life Training Society), chairing the latter for two years. Rod enjoys being a member of the Vancouver Island Chapter of the Canadian Association of Gift Planners and growing his involvement in the charitable sector.

Rod lives in Victoria, BC, and operates a third generation, family owned, financial planning business. In 1985, he began his financial career with his father and now enjoys collaborating with his own children. Family is the driving force in Rod’s career and personal life. He understands first hand the need for legacy and estate planning and how integral a will and charitable giving are to your financial planning.

Rod calls Cadboro Bay home, with his wife Tricia and two miniature dachshunds. With the recent addition of Wyatt, Ellie, and Jayla they are also enjoying the next chapter of their lives as grandparents. When not in the office, Rod can be found reading a good book, dancing with his wife, golfing or exploring the west coast on his boat, Pacific Loon.

Typical Clients

My typical clients are generally in the 50+ age group and are thinking ahead to retirement planning and how they can invest in their future lifestyle.  They have minimum investable assets of $700, 000 and are usually business owners or some type of professional (ex. doctor, lawyer, professor, etc.). We enjoy a working relationship that is built on open and honest communication. Trust is foundational in any advisory relationship and I look for people who are coachable and willing to take advice in their financial plans. If you want to have a structured, secure financial plan and have long term investment initiatives, then we have an excellent starting point to begin working together.