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Advice you can trust...

Because your goals are our goals.

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Our Mission

Our first priority is to help you take care of yourself and your family.  We want to learn more about your personal situation, identify your goals and understand your tolerance for risk so that we can help you to create a realistic, yet attainable financial plan.  Long-term relationships that encourage open and honest communication have been the primary goal of our business. 


Meet the Team

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

Learn more about us

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial Resources

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Your Dream.  Our Team.
Working Together.

What sets us apart?

We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legally and morally bound to keep their needs first.  Because we are independent and unbiased, we have access to a wide menu of products and strategies.  This independence allows us to objectively weigh potential investment options for our clients.

Our team of experienced professionals have become a trusted source for many throughout the Niagara Region and several other regions throughout Ontario and Canada. We built our office on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together.

Contact us today!

TIM ROBB Photo

TIM ROBB

Senior Investment Advisor
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Tim Robb FMA, CFP

Senior Investment Advisor | Manulife Wealth Inc.
Life Insurance Agent | Manulife Securites Insurance Inc.

Tim is a holder of the CFP (Certified Financial Planner) designation with Manulife Wealth Inc.. Tim has been advising clients for over 12 years with clients currently living in 3 provinces.

Tim was with Berkshire Securities, a financial planning focused firm. Later Berkshire was bought by Manulife Wealth Inc. (a subsidiary of Manulife Financial). Manulife Wealth Inc. operates using an independent model meaning advisors are free to source product from most Fund Companies, Banks, and Insurance Companies. This independence ensures clients receive unbiased advice. This independence allows Tim to find the best solution for portfolio construction, from Mutual Funds, ETF’s and individual securities.

Tim is married to Wendy Robb and they have 4 children, 1 in Australia, 1 In Victoria BC, 1 in Toronto and 1 in Niagara Falls.

In his spare time Tim loves to golf, garden and BBQ. He has also completed 3 Boston Marathons...for fun!

Telephone: 905-734-4155
Toll Free: 1-877-734-4155

Email: tim.robb@manulifesecurities.ca

ERIN FARR Photo

ERIN FARR

Administrative Assistant
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Erin Farr

Administrative Assistant | Manulife Wealth Inc.

Erin joined Manulife Wealth Inc. in February 2018 and provides administrative support to Tim. Erin thoroughly enjoys interacting with clients, keeping the team organized and continually learning about the business. Her friendly yet professional demeanor and exuberant attitude make her a positive addition to the team.

Erin has worked in the administrative field since 2002 but took some time away from the workforce when she and her husband relocated from Kitchener to Welland to raise their young family.

When Erin is not at work, you will likely find her at the arena or at the soccer field where all three of her children play competitive hockey and soccer. Erin also works part time as a personal trainer and nutritional coach as well as a Crossfit instructor at Kinetic Synergy. Erin enjoys travelling, cooking and hiking in Short Hills when there is time to spare!

Telephone: 905-734-4155
Toll Free: 1-877-734-4155

Email: erin.farr@manulifesecurities.ca

Objective Investment Advice

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection

APPLY ONLINE OR GET A QUOTE NOW!

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Investment Solutions

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts. 

TRY THESE ESTATE PLANNING RESOURCES

Planning for Retirement 

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning. 

CONTACT US TO GET STARTED TODAY!

Planning for Retirement

Group and Business Solutions

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include: 

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance

Banking Solutions 

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

LEARN MORE ABOUT MANULIFE BANK

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Banking Solutions


For more information on services and solutions for your financial needs...

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A Penny for your Thoughts.

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