Robert Jungwirth
Senior Investment Advisor
B.Comm.
CFP®
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
Phone
Office Location
Rob has been creating long-term financial and retirement plans for families, professionals, and entrepreneurs, while overseeing portfolio design. Since joining the industry in 1994, Rob has been able to adapt to the ever-changing climate of wealth and investment management in Saskatchewan and Canada. Rob's keen interest in investments, the stock market, and global events allows him to develop strategies that align to one's financial goals and stay in tune with market trends. Beyond that, Rob truly embodies his strong values of trust and respect in every client interaction. At the end of the day, Rob takes a genuine interest in our clients' lives and well-being. They are at the center of everything we do!
A true lifelong learner, Rob graduated from the University of Saskatchewan with a degree in finance in 1994 and then earned his Certified Financial Planner Designation (CFP®) in 2004. In addition to specializing in financial planning, Rob has a unique focus on retirement planning and retirement income planning. He earned his certificate in Retirement Strategy in 2013.
Rob is a big fan of the Toronto Blue Jays. When not working with clients or researching the latest investment strategy, Rob likes to barbeque for his family and Golf and Travel. Sadly the family dog passed away Dec 2024. Rob is a proud supporter of the communities in which he lives and works. He has recently surpassed donating blood over 100 times and was integral in helping raise money for and build his neighborhood playground.
Certificates
B.Comm.
CFP®
CIM®
Languages
English
With over 41 years of combined experience in the investment and wealth management industry in Saskatchewan
At Jungwirth & Associates Wealth Management, we have developed a strategic process that we guide our clients through to help ensure your wealth plan is fulfilled to its best potential. This includes client-first discovery, an integrated wealth management solution, implementation of the solution, and continued active monitoring of your wealth plan and portfolio.
Going beyond the financial picture
Client- First Discovery
Integrated Wealth Management Solution
Implementation
Active Monitoring
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Estate planning basics
Article
Estate planning basics
An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.
Buying a home on your own: Ideas for a challenging market
Article
Buying a home on your own: Ideas for a challenging market
Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.
Mark Carney leads Liberals to victory: Now what?
Article
Mark Carney leads Liberals to victory: Now what?
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.