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Robert Trasolini

Robert founded Safe Pacific to build long-term trust by providing top-tier advice and service to his clients.

robert trasolini financial advisor sits at a desk in front of a bookcase

Profile

Robert was born and raised in Vancouver and began his career as an advisor in 2010. He has since founded Safe Pacific Financial Inc with the mandate to build long term trust by giving the best advice and service possible to his clients. The company was built on the philosophies of independence, relationship focus, with no pressure, and no rush. Robert has specialized in working with business owners and professionals in the Vancouver area. He is most passionate about working with his clients to better understand their financial situations. Robert believes that by uncovering their goals, and the potential challenges they may face, he is able to proficiently help clients achieve their objectives.

When Robert is not working he spends time with his wife and three children. He also enjoys biking the sea wall, playing beach volleyball and enjoying the outdoors. Robert is licensed to serve clients in BC, Alberta and Ontario.

Designations and Awards

  • Bachelors of Arts (Geography/Business) - University of Victoria
  • PFA – Professional Financial Advisor
  • MDRT (Member) – Million Dollar Round Table (Court of the Table)
  • President’s Circle – Top 100 Financial Advisors in Canada
  • Elite 30 – Top 30 Financial Advisors in Western Canada

Industry Associations

  • Member - Conference for Advanced Life Underwriting (CALU) 
  • Member – Advocis The Financial Advisors Association of Canada
  • Member – Mackay CEO Forum
  • Panelist – BC Estate Planning Forum
  • Speaker – Building Blocks for Success & Strategies for Success

Client Testimonials

What our clients have said about working with Robert

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Articles

Recent Insights From Robert Trasolini

Read some of Robert’s Expert Insights.

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A distinguished man in a black suit sits smiling, representing Safe Pacific Financial’s excellence in bespoke wealth management and the Infinite Banking Strategy. On-screen text reads: SafePacific Wealth Estate Planning Summit 2022, Robert’s Keynote Presentation—delivering expert financial advice for affluent Canadian families. The image features a Canadian flag icon and branded blue-and-white background, highlighting expertise in custom life insurance strategies.
Infinite Banking
3 min read
Robert's Keynote Presentation at the 2022 Estate Planning Summit

How Life Insurance can help with Estate Planning In this video Robert summarizes the biggest problems of estate planning that can be solved through Life...

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Robert Trasolini, leading wealth management advisor at Safe Pacific Financial, sits smiling in a suit against a blue background featuring the company’s branding, including Safe Pacific’s logo and text highlighting his achievement as Million Dollar Round Table Top of the Table Award Recipient. The MDRT logo is also displayed, emphasizing expertise in infinite banking strategies, tailored financial advice for affluent Canadian families, and bespoke life insurance solutions.
Insurance
3 min read
Robert Trasolini - MDRT: Top of the Table Award

What this award signifies The Million Dollar Round Table (MDRT), founded in 1927, is a global association of the world's leading life insurance and financial...

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Smiling man with short brown hair, dressed in a light blue shirt and a distinctive watch, sits confidently with arms folded against a dark background, reflecting the trusted wealth management expertise and tailored financial advice for affluent Canadian families that Safe Pacific Financial is known for. His approachable demeanor highlights the firm’s commitment to bespoke life insurance policies and advanced infinite banking strategies.
Insurance
3 min read
Building Trust with Expert Knowledge. Q and A with Robert Trasolini of Safe Pacific

As the Co-Founder of Safe Pacific, Robert Trasolini brings extensive experience working with high net worth clients on the estate planning side. He launched Safe...

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