Robert Jungwirth
Senior Investment Advisor
B.Comm.
CFP®
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
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Rob is a financial industry "lifer". For more than 20 years, 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 not only a well-accomplished wealth professional; he happens to be your quintessential family man, and 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 (which includes Michele, his wife, and their two children) and walk Daisy, the family dog. 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 27 years of combined experience in the investment and wealth management industry in Saskatchewan
At Jungwirth & Associates, we have developed a strategic process that we guide our clients through to 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.
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