Lycos Asset Advisory Team
Lycos Asset Advisory Team M

Financial Advisors Team

Rob Bisbicis

Research Analyst & Portfolio Manager

Rob Bisbicis
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Financial Advisors Team

Rob Bisbicis

Research Analyst and Financial Planner

“As my client, I solve your problems.”

I essentially do five things with my clients:

  1. I learn everything I can about what is important to you;
  2. Together with you, I help to articulate your goals;
  3. I present options to you and give financial planning advice;
  4. My team creates and implements your plan; and
  5. I monitor the plan’s performance to meet your goals.

I’ve been doing these five things for clients since 2008 in a financial planning context. I also follow a similar process in my law practice.

I plan for individuals/families and often their corporations. As a financial planning professional, I will work with your accountant, and lawyer if necessary, to help you and your business/corporation use tax savings strategies and the most advantageous structures available. I help people choose well.

My educational background is varied and extensive. I completed a Bachelor of Science (B.Sc.), a Bachelor of Arts (B.A.), and a Master of Arts (M.A.), all at the University of Windsor in Ontario. I completed my law degree (J.D.) at Thompson Rivers University in Kamloops, British Columbia. I completed financial industry designations while working as a professional: the Certified Financial Planner (CFP) designation and the Canadian Investment Manager (CIM) designation.

I offer free initial no obligation consultations for financial planning services with Lycos Asset Management. I look forward to hearing from you.

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