About us

I have one passion and one purpose, and that is to bring to your life all the expertise and professional advice possible to assist you in achieving your goals, your dreams and the life that you want for yourself and those people most dear to you.

I believe that the greatest value I offer is the time taken to develop a close relationship with you. Understanding your current position in life and working closely with you in developing your plans for success. Focused attention on service excellence and consistently building on your client care experience.

Over 43 years of experience and professional accreditation provide you with a solid foundation of expertise to unravel the complexities of the world of finance and make it real for you. The work begins with having the opportunity to work with you, focusing on you, your family or your business. After all, it is your life and you need real solutions.

In my free time, I enjoy relaxing with my wife, daughters, son-in-law, grandchildren and our friends. I am also involved in our church, community and enjoy time at home on landscape work, building, renovating, wood working or restoring an old boat.

Rob Elder is a financial planner based out of Owen Sound Ontario.

With over a decade of experience helping to take the complexities out of personal finance, growing client’s wealth and protecting their loved ones, Rob continues to passionately guide his clients through the maze of their financial lives.

Throughout his career, Rob has represented Freedom 55 Financial, London Life Insurance and Canada Life Assurance, and now operates his own firm ‘Engaged Financial Inc’ which has access to many different wealth and insurance institutions to offer the best solutions to serve his clients.

Having grown up in Grey County, his passion for his clients is almost matched by his love of our beautiful area. You can find Rob and his family enjoying the hiking trails, ski hills, music venues, campgrounds, and country roads all around Georgian Bay.