Our clients make creation and preservation of family wealth a priority. Trowbridge Haywood has the experience and expertise to ensure alignment of your wealth management decisions today with your personal vision for tomorrow.
Always Listen • Earn Trust Over Time • Value Relationships Over Transactions • Focus On The Future And Act With Purpose • Putting Family First Is Always Good Business
At Trowbridge Haywood we think in generations. We believe the family business exists to support the business family. Our focus is on relationships, not transactions. We work to build trust over time. We are committed to understanding your vision for your family, your business and your community.
“They simply could not have been more effective in helping our team.” Barbara Rae
ask the right questions • evaluate the answers • define your personal vision for success • explain our methods and strategies • integrate with your existing financial initiatives • balance short-term needs with long-term goals
We take time to listen and understand in order to effectively plan, execute and implement an appropriate course of action. Our process is collaborative. We combine well-established financial management practices and our own proprietary strategies to develop wealth management plans tailored to deliver short-term needs and long-term goals. We stick to what we know best, in concert with your other advisors.
“When it comes to effective charitable strategies the Trowbridge Haywood team deliver exactly what they promise.” Rusty Goepel
Our team of professionals are sensitive to the unique needs of our clients and understand the importance of respectful discretion. With a wealth of experience in the industry and a long track record of success, our advisors focus on our core strengths to do what we do best – help our clients align their long term plans with their long term goals and achieve their unique vision of success.
“The results have been nothing less than spectacular.” Alan F. Wolrige
Through more than five decades in life insurance and financial services, Robert Trowbridge has served as a consultant to many of British Columbia’s most prominent families. Formerly an Agency Manager with North American Life, a Regional Executive Manager with Canada Life and founder of The Trowbridge Financial Network – acquired in 2004 by Worldsource Wealth Management – where Mr. Trowbridge served as President and subsequently Chairman of WIN (Worldsource Insurance Network )
Creator of the Gift Builder charitable insured annuity program, where dozens of donors give several million annually to good causes and creator of the Foundation Builder program, designed for shareholders of private corporations.
A Chartered Life Underwriter (CLU) since 1978 and a member of Society of Tax and Estate Planners since 2013, Mr. Trowbridge has served on boards of the Vancouver Cantata Singers, The Vancouver Opera and The Terminal City Club. He currently serves on The Board of Governors of The Club at Morningside in Rancho Mirage California.
Robert Trowbridge has served in numerous capacities in the Sovereign Order of St John and is Prior Emeritus for Canada of that organization.
A frequent industry speaker on charitable programs, agency building and leadership, Robert has been married to Judy since 1972 and has 4 children and 3 grandchildren. He is an avid golfer at Shaughnessy Golf and Country Club in Vancouver and at The Club at Morningside in California.
A veteran of financial services administration since 1996, Debbie Stuart joined The Trowbridge Financial Network in 1999. Experienced in all aspects of financial planning, Debbie became the client service specialist for Gift Builder, the Trowbridge Network’s renowned planned giving program which assists numerous charities across Canada.
With a wealth of experience serving high net worth families, Debbie brings a deep understanding of their priorities in estate and philanthropic planning.
While providing executive assistance to Robert Trowbridge and Michael Haywood, Debbie maintains a select group of her own clients, advising individuals and businesses on wealth creation and preservation. Obtaining her CLU (Chartered Life Underwriter) designation in 2014 and CHS (Certified Health Insurance Specialist) in 2016, Debbie continues with professional development and industry education. Debbie, Tony and their children Brooklyn and Boston, enjoy an active lifestyle including traveling, scuba diving, and boating.
SUITE 2338 PARK PLACE,
666 BURRARD ST. VANCOUVER, BC, V6C 2X8
P:604-689-5000 F: 604-689-2801
Michael Haywood began practicing law in 1982 at the Vancouver firm Ladner Downs. He later joined Canada Life as in-house council advising in the areas of tax and estate planning for their major clients across western Canada.
Since 2000 Michael has worked independently of any single financial institution, advising business families and professionals on insurance and estate planning issues.
Michael has long been sought out by industry peers to assist on their most complex cases. Michael and his wife Heather split their time between Vancouver, Pemberton and Palm Desert. He is an avid skier and cyclist, but, while a keen golfer, is nowhere near as proficient as his partner, Bob.
David began his career in financial services in 2002, working at a major financial planning firm. David’s skills in modelling financial outcomes in corporate and business family contexts are invaluable. He has a unique ability to make the complex simple. In addition, he brings a wealth of knowledge and experience in insurance and employee benefits.
David resides in Vancouver with his wife Keri and their son, Luke. Among his philanthropic efforts, he is most proud of founding Bridging the Gap, a program designed to feed and help Vancouver’s poor and homeless. An avid brewer, David is in his third term as treasurer for the Vancouver Homebrewers Association.