Robert W. Clark, CFP, CLU, ChFC
Bob Clark is a Managing Director and insurance specialist at Newport Partners. He has invested more than 30 years in the insurance business helping entrepreneurs design and fund estate and business succession plans. He helps our clients articulate their goals and objectives, ‘crash test’ their current plans, identify the ‘cracks’ in those plans and then works with the clients' accounting and legal professionals to help achieve the outcome they desire.
Prior to joining Newport Partners, Bob was a partner in Life Equations, an independent insurance and financial planning firm that specialized in the needs of successful entrepreneurs and business owners.
Bob is a former president of both the Life Managers Association of Toronto and the Life Underwriters Association of Oakville.
Email:bc@newportpartners.ca
