Secure Your Financial Future with Confidence
Comprehensive retirement and estate planning tailored to your unique goals. Let's build a strategy that grows and protects your wealth for generations.
$250 Million in investment funds managed by Solomon Advisors
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1 Billion of insurance protection placed for families
​100+ Advisors from coast to coast in Canada
​12 years of experience, on average, per advisor
Comprehensive Financial Services
Every aspect of your financial life deserves expert attention. Our integrated approach ensures all pieces work together for your success.
Retirement
Strategy
Comprehensive strategies to help you enjoy your retirement with confidence. From RRSP and TFSA management to income strategies for your golden years.
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RRSP & TFSA Optimization
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Canada Pension Plan (CPP) & Old Age Security (OAS) Strategies
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Pension Analysis & Maximization
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Retirement Income & Withdrawal Strategies
Estate & Legacy
Guidance
Help protect your assets and provide clarity for the future, ensuring your wealth is transferred according to your wishes.
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Beneficiary Planning
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Asset Protection Strategies
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Guidance on Wills & Trusts (recommendations)
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Support with Tax Considerations (recommendations)
Investment Management
Professional portfolio management aligned with your risk tolerance and long-term financial objectives.
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Diversified Portfolios
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Risk Assessment
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Tax-Efficient Investing
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Regular Rebalancing
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Account Management for: Segregated Funds, TFSA, RRSP, GIA, RESP, and Annuity
Life
Insurance
Comprehensive coverage analysis to protect your family and assets from unexpected life events.
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Life Insurance
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Disability Coverage
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Long-term Care Coverage
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Health & Dental Coverage
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Critical Illness
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Group Benefits
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Travel Insurance
Our Proven Process
Where you put your money matters and we know that trust is foundational for building a plan that will get you where you want to go. We truly want to know each client and value the story you bring to the table.
Step 1
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Let's Get to
Know You
Let's start with a quick chat to make sure we're the right fit to work together.​
Step 2
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Discovery &
Analysis
Share your story and numbers with us. We want to hear about the life alongside the accounts.
Step 3
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Strategy
Development
Custom financial strategy tailored to your unique circumstances.
Step 4
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Implementation &
Monitoring
We'll execute your plan and provide ongoing guidance and adjustments.
Meet Your Trusted Financial Partner
Hi, I'm Rob Maudsley
I’m a Senior Financial Advisor with Solomon Financial, based in Sylvan Lake and licensed to serve clients in both Alberta and Ontario. I help individuals and families gain clarity, purpose, and success in their finances.
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Whatever your goals, aspirations, and responsibilities are in this chapter of your life, I’m excited to guide you on your journey.