Rob Wallis
Bio
With over 20 years of experience in wealth management, financial planning, and business exit strategy, Rob specializes in guiding entrepreneurs who are 5–10 years away from an exit valued between $10 million and $100 million. He helps business owners define their ecosystem, align strategies with their financial goals, and create a clear path toward a successful transition.
Rob takes a collaborative approach, working closely with clients to understand their business value and develop strategies that are practical, achievable, and tailored to their vision. His clients gain access to first-class investment management, insurance solutions, and estate planning strategies—all delivered within the right context to create meaningful outcomes for them and their families.
Rob is an advisor for Fraser Engel, MacKay CEO Forums Forum Chair in Vancouver, BC. Click here to learn more about Fraser’s Forum Group.
