Robert Bradburn, CFP®, CIM®, CLU®
General Manager, CWB Insurance Solutions
Email
[email protected]
Mobile Phone
780.974.6554
LinkedIn Profile
Robert Bradburn
Robert’s career was founded on a niche expertise in financial planning, which he views as an integral part of determining one’s insurance needs. He has experience in banking centres, high-net-worth, ultra-high-net-worth, and mass affluent services for families and individuals.
In 2014, he was part of the founding group that became CWB’s wealth management arm. With a strong belief that financial planning should be central to all wealth engagements, including investment and insurance decisions, Robert led our first financial planning team and designed a client experience standard that integrated planning into our wealth practice.
Today, Robert draws from this background to support business owners, executives, and professionals in managing liability and building wealth through insurance planning and implementation. With a focus on tax integration, wealth preservation, philanthropic pursuits, business succession and estate planning, Robert’s clients entrust him to secure their legacy for current and future generations.
As General Manager of CWB Insurance Solutions, Robert also ensures that we take a consistent, high-standard approach to the advice, strategy, and level of care we offer to our clients nationally. CWB Financial Group and CWB Wealth’s culture is adaptable, making us a great fit for entrepreneurial clients who are looking for partners who truly understand them.
In 2014, he was part of the founding group that became CWB’s wealth management arm. With a strong belief that financial planning should be central to all wealth engagements, including investment and insurance decisions, Robert led our first financial planning team and designed a client experience standard that integrated planning into our wealth practice.
Today, Robert draws from this background to support business owners, executives, and professionals in managing liability and building wealth through insurance planning and implementation. With a focus on tax integration, wealth preservation, philanthropic pursuits, business succession and estate planning, Robert’s clients entrust him to secure their legacy for current and future generations.
As General Manager of CWB Insurance Solutions, Robert also ensures that we take a consistent, high-standard approach to the advice, strategy, and level of care we offer to our clients nationally. CWB Financial Group and CWB Wealth’s culture is adaptable, making us a great fit for entrepreneurial clients who are looking for partners who truly understand them.
Beyond the Office
Robert enjoys spending time with his growing family – his wife and two daughters. He also seeks adventure anywhere the wind blows and the air is fresh, doing his favourite activities: ¬shing, hunting, skiing, snowmobiling and exploring. As a life-long learner, he loves reading about history, space, and business.
“Our client engagements must be genuine and advice-based with tangible outcomes. That’s how you create real value beyond rates of return.”