QFS
Rob Caissie CLU is a seasoned professional in the financial services industry with extensive experience spanning over three decades. Currently serving as the Regional Business Development Manager at QFS since December 2023, Rob previously held key leadership positions, including Chief Executive Officer at CU Financial Management, Director of Wealth Management at the Atlantic Group, and Managing Director at Desjardins Financial Security Independent Network, where Rob owned the largest Financial Centre in Atlantic Canada. Earlier roles included Director of Business Development at Freedom 55 Financial and Retirement & Investment Services Manager at Great-West. Rob began a successful financial planning practice as an Advisor at Desjardins and London Life. Rob holds a Bachelor of Commerce in Marketing from Saint Mary's University, completed in 1989.
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QFS
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Want to Feel like family? For advisors who want exceptional support, we are home. Feel like a number at your current MGA? Not here. Through inspired interactions, we help advisors who want to be better, be better. The bottom line is that nobody invests in advisors like we do. We know that switching MGA's can be unsettling. But QFS is the furthest thing from a factory and we will gladly guide you every step of the way. Put simply, we put you at the front of every decision we make. **Learn more at www.qfscanada.com or DM our SVP, Sales Corey Cott.** -- Vision: To enable advisors to bring financial success to every Canadian. Mission: Through inspired interactions, we help advisors who want to be better, be better. Position: Nobody invests in advisors like we do. Our approach: 1. We go to bat for you 2. We are people people 3. We challenge the status quo 4. We are lots of fun 5. We are polished but real 6. No red tape As Canada’s largest independently-owned MGA, we don’t answer to a board – so we can do the right things for the right reasons. We are large enough to have a seat at the carriers’ table, and small enough to know your name. We were established as a family business in 1997, and the second generation is very active in the business today. Our beliefs: 1. We are the home for advisors seeking a warm place in what can be a lonely business. 2. An inspired interaction is one that creates an experience for someone that is authentic, that lifts them up and makes them feel good about themselves and QFS. 3. Everything we do has an impact on the lives of others. 4. Fair treatment for all advisors. Enough said. 5. We put the advisor at the front of every decision we make.