A team you’ll trust.
Joe Romkey, CFP, BA
President, Financial Planner
Registered with Investia Financial Services Inc.
Joe is a Certified Financial Planner and has been active in the financial services industry since 2013. He is a graduate of the Bachelor of Arts Program at University of Toronto. Joe is passionate about working with business owners and professionals, and he thrives on helping clients simplify complex financial situations.
Joe is a multi-year Qualifying Member of Million Dollar Round Table, an organization recognizing the world’s top Financial Planners. He is also a member of the Entrepreneurs Organization and served on the board of Advocis for three years.
Outside of work, Joe enjoys spending time with his partner, Michelle, and their daughters, Lucy and Nina. He’s also an avid sailor and triathlete.
email: joe@rrwealth.ca
Paul Romkey, CFP, B. Comm.
Partner at R&R Wealth, Financial Planner
Registered with Investia Financial Services Inc.
Paul is a Certified Financial Planner and a graduate of Dalhousie University’s Bachelor of Commerce Program. He has been in the industry since 1976, earning him over 45 years experience advising clients on investments and insurance. Paul enjoys working with business owners and their families and draws on a wealth of knowledge to provide top-level service.
Paul is recognized as one of Atlantic Canada’s leading independent brokers and a Court of the Table, Million Dollar Round Table member, an organization recognizing the world’s top planners. Paul is a member of Advocis, a professional association of financial advisors.
Outside of the office, Paul enjoys spending time with family and getting out on the river to fly fish.
email: paul@rrwealth.ca
Jeff MacIsaac
Financial Advisor
Registered with Investia Financial Services Inc.
Jeff has been active in the financial services industry since 2019. He is a graduate of NSCC and started in business working with Freedom 55 Financial. Jeff is very passionate about the work we do and is continuing to grow quickly in this field by providing great planning and advice to all his clients.
Outside of work, Jeff enjoys spending time with his wife Katie, and their new son, Brooks. In the warm months, he spends time with family at their cottage in Pugwash and he tries to squeeze in as much golf as possible!
email: jeff@rrwealth.ca