Tax, Financial and Estate Planning

All tax, financial and estate planning should be simple to explain and easy to understand. However, it is often complex to design and execute. The development and implementation of such a plan requires significant experience and expertise. Often, it requires creativity.  

Cobble Financial Inc. is primarily a life insurance brokerage. Life insurance plays a fundamental role in all facets of tax, estate and financial planning.  

 Rob Lamka is the principal of Cobble Financial. Rob is an experienced CPA and held senior roles in some of Canada's largest and most respected insurance, accounting and tax planning organizations. He has very extensive experience in tax planning, estate planning and life insurance. Rob is uniquely positioned to sit “at the table” when your tax, estate or financial plan is being developed.

At Cobble Financial, we understand what financial peace of mind means to our clients. We know from experience that every situation is unique. So, while our experience and knowledge are unparalleled, it is our creativity solving unique situations that sets us apart. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Every successful financial strategy starts with an excellent client relationship. Building a strong relationship is often easier than maintaining it.  We know that every day we must be responsive, understanding, creative and helpful. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.