About Rod Abbott

Rod is a Certified Financial Planner® with over 35 years of experience. 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, the Vancouver Island Chapter of the Canadian Association of Gift Planners and SALTS (Sail and Life Training Society), chairing the latter for two years.

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, Jayla, and Jace, 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.

Typical Clients

Rod’s clients are often in the 50+ age group and are thinking ahead to their retirement objectives and how they can invest for their future lifestyle. They have minimum investable assets of $750,000 and are looking for someone to guide them in their financial planning. Rod enjoys a working relationship that is built on open and honest communication. He looks for clients who are coachable and willing to take advice. If you want to have a methodical and actionable financial plan put in place, then we have an excellent starting point to begin working together.