Robert (Rob) Koski

BA (Economics) 1995
BComm (Finance) 1995
Certified Financial Planner (CFP®) 2006
Chartered Life Underwriter (CLU®) 2015
Rob is a Calgary native who attended Lord Beaverbrook High School and the University of Calgary. His post-secondary education included completion of the CFP designation through Mount Royal College where Rob obtained the highest exam score in his class.

He specializes in financial planning for affluent families. Using sophisticated financial planning software, he assesses various strategies to accumulate and distribute assets. He has specific expertise in modeling the impact of setting up Individual Pension Plans, and a wide variety of estate planning tactics and life annuities.

Rob is married with two daughters and enjoys skiing, golf and music performance. Rob is also the bassist and manager of One Nite Band, a 5-piece party band that performs in the Calgary area for a limited number of corporate events and weddings.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA,CA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

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