Rob Margeson

Associate Wealth Planner

I believe in helping families and businesses plan for what matters most. I enjoy being part of a team environment and learning from the ground up. This commitment to ongoing learning is one of the reasons I am currently pursuing a software development diploma in addition to my wealth advisor role; I believe this will serve my clients well in the future as we move into an increasingly digital world.

 
 

Question & Answers

 

  • Some of the key strengths I bring to the WealthCo team are my strong fundamentals in finance and planning along with my growing knowledge of technology and software development.

  • The people and the culture. Everyone is continually looking for ways to improve their understanding of a subject or topic and this fosters some great collaboration within the team.

  • Backcountry snowboarding in Iceland.