Robert K. Kowalski, CFP®

Certified Financial Planner®

Robert has earned the Certified Financial Planner (CFP®) designation and holds a Level II Life License. He launched his financial planning practice in 1989 following graduation from the University of Windsor. He is a current CFP® professional in good standing with Financial Planning Standards Council (FPSC).    

Robert does the following four things for clients:

  • Wealth Accumulation
  • Wealth Preservation
  • Retirement Income Maximization
  • Tax Minimization

He uses his extensive experience to help clients maintain consistent balanced growth, benefit from minimal tax implications, and ultimately to achieve their individual and unique goals.

In 2000, he saw the need for an independent financial planning firm that would provide clients with options not typically available in the large financial institutions. Hence, he formed iFINANCIAL Inc.