About Quiet Wealth

What Makes Us Different

At Quiet Wealth, we enable you to enjoy retirement on your own terms. We understand that shifting from a regular paycheque to drawing income from investments requires skill and coordination to ensure money truly lasts a lifetime. Let our team focus on reducing risk so you can achieve peace of mind and retire without worrying about money.

We are not about get-rich-quick dreams or investing in the current fad. We are committed to providing you with personalized advice that builds on your wants and needs. There are countless people who sell investments and most of them can help a person to save and invest. We draw on our expertise and experience to guide you along the transition from a regular paycheque to taking income from your investments, ensuring your money truly lasts a lifetime. Our integrated approach brings together the complexities of your financial life, such as investments, retirement planning, taxes, insurance and estate planning to safeguard your wealth against market fluctuations and other risks. We believe that the best way for you to retire without worrying about money is for us to earn your trust with our professionalism and open communication. We are committed to always putting your interests first, ensuring that our advice is transparent and unbiased. We succeed when you enjoy the retirement of your dreams.

We adhere to the CFP® Standards of Professional Responsibility and the CIM® Code of Ethics.

Meet Robert Hurdman, CFP®, CIM®

Robert Hurdman has nearly two decades of expertise in advising families and individuals in Canada. His passion for personalized financial planning is evidenced by holding both the Certified Financial Planner® (CFP) and the Chartered Investment Manager® (CIM) designations. He is committed to providing insightful, unbiased advice to Canadians who want to enjoy retirement on their terms, without worrying about money.

Robert firmly believes in understanding each person's unique circumstances. Taking the time to conduct comprehensive discovery meetings and engage in active listening, he gains a big-picture view of their unique financial circumstance. This deep understanding allows him to craft personalized financial plans that align with clients' specific needs and desired outcomes, incorporating their long-term goals and quality of life. Emphasizing investment strategies, tax optimization, and estate planning, his plans encompass all relevant areas to ensure a comprehensive and tailored approach.

Robert goes beyond financial planning by providing ongoing guidance and educational resources to support clients in making informed financial decisions. He holds regular reviews to assess progress and make adjustments when needed. Further, he collaborates closely with tax and legal professionals, aiming to optimize tax strategies and minimize tax burdens for families and individuals. The result is a relationship built on trust, empathy, and personalized attention, where Robert's genuine care for clients' financial well-being shines through, creating a long-term partnership.

Privacy and Confidentiality

Investia Privacy Policy

We are required to obtain you consent in order to use your personal information under the Personal Information Protection and Electronic Documents Act (PIPEDA). The Privacy Act covers the collection, use or disclosure of personal information. This information is collected to assist in reviewing and advising you of current and future financial needs. In the course of providing our services, we may ask you to provide personal information, such as your name, address, date of birth, social insurance number, family and financial circumstances, employer information and medical information. We can use your personal information to:

Help you assess your insurance needs;
Determine which financial and insurance products may meet those needs;
Determine whether any insurance we may recommend would be issued by an insurer; and
Consult with appropriate providers of financial products and services regarding the suitability of their offering.

You may request access to your personal and other information, use and disclosure of that information by sending your request to me. You will be given reasonable access to your information, and will be entitled to challenge the accuracy and completeness of the information and to have it amended as appropriate. You can help maintain the accuracy of your information by notifying me of any changes as they occur.

Request a Phone Call

Ready to get started? Now is the best time to get started on the rest of your financial journey. Our initial call is about understanding your needs and explaining how we can support your financial journey. There's no obligation – just a friendly conversation to explore the possibilities. Schedule a call with an expert financial planner today.

Request a Call

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