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.

Questions & Answers

What are some of the key strengths you bring to the WealthCo team?

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.

What is your favourite thing about working at WealthCo?

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.

What is something that is on your bucket list?

Backcountry snowboarding in Iceland.