Meet Roderick W. Abbott, MBA, CLU, CHFC, CFP

Rod has an MBA degree from UBC, his Chartered Life Underwriter designation and is a Certified Financial Planner. He is the owner of Halsey Financial Group, a Victoria financial services firm started by his father in 1981. A specialist in providing financial advice to retirees, he has been advising clients on their financial and estate matters for over 25 years.

Rod is married to Tricia and together, they have three children and two miniature dachshund named Snorkel & Minnie.

Designations and Licenses

  • Certified Financial Planner
  • Chartered Life Underwriter
  • Chartered Financial Consultant

Rod is licensed for life, disability, long-term care and critical illness insurance. He is a financial advisor with

Assante Wealth Management.

*Insurance products and services are provided through Halsey Financial Group. Mutual fund investment products and services are provided through Assante Wealth Management.

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