Robert Oleksyn, CFA CIM Qtrade Investment Advisor & Financial Planner

Valley First184 Main StreetPenticton, British Columbia V2A 8G7

250.490.2704roleksyn@valleyfirst.com

Robert Oleksyn, CFA CIM

For the past 15 years, I have had the privilege and the pleasure of managing the investment portfolios for some of the biggest and best Private Banking clients of the CIBC and the Bank of Montreal.

During that time, I have earned the Chartered Financial Analyst, the Chartered Investment Manager and the Fellow of the Canadian Securities Institute designations.

I have also received extensive training in financial planning, insurance, banking and trust services throughout my career.

This extensive education and experience gives me the expertise required to custom tailor solutions that are beyond ‘only’ investments.

I add tremendous value to my clients by ensuring that their investments, insurance , credit and estate planning are all working together, effectively and simply, to achieve their financial plan.

Why I work with Valley First?

Qtrade Advisor is a focused financial advisory firm run by successful advisors who want to partner with those who are committed to becoming extraordinary.

•We share the conviction that providing an extraordinary client experience is the corner stone to building a great business.

•We believe that the financial planning process is the key to providing that extraordinary client experience.

•We use our industry leading products, technology and research to achieve our client’s financial planning goals.

What is my process?

The 7 Step Financial Planning Process:

1. Identify your needs and wants.2. Make the educated decisions

required to prioritize your wants and needs into your financial goals.

3. Custom tailor strategies to achieve these financial goals.

4. Establish your written Financial Plan.5. Implement the plan in order of

priority.6. Monitor your objectives and reach

your goals.7. Keep the Commitment!

What do I believe?

• Investing success is predominately determined by investor behavior.

• Capitalism requires that the owners eventually have to make more than the lenders.

• You sometimes require faith in the future of business and capitalism.

• You need to know your numbers.

• Inflation is a HUGE risk!

• No one can ever consistently predict the economy or capital markets.

• Diversification is vitally important to reducing risk.

• Future outperformance cannot be inferred from past performance.

• Talent exists.

• You work for whomever pays you.