About Us
Planning for the Future
At Edgewood Financial Partners, we believe that life insurance is an integral part of every estate plan. Whether your goal is to mitigate liquidity risk, provide protection for your family or portfolio diversification, life insurance is an effective tool in your toolkit.
Assessing Need
We will identify the best insurance product based on an overall needs analysis. Our deep understanding of life insurance and unbiased product selection produces optimal results.
Creating and Preserving Family Wealth
By using our integrated tax and insurance planning tools, we help families create and retain their wealth. Call us today for a personalized assessment and find out how we can help protect your hard-won assets.
Our Team
Rob Lamka
Rob is CPA with extensive experience in estate planning and optimization, transaction planning, and mergers and acquisitions. Rob has spent the last 5 years focused on bringing innovative wealth optimization solutions to successful entrepreneurs and families across Canada.
Rob has over 25 years of professional experience, most recently as a principal with Canada’s largest life insurance brokerage. Prior to that Rob was a senior tax partner at KPMG and held senior financial roles in public and private companies.
Rob has taught taxation and business for the Ontario Institute of Chartered Professional Accountants, The Canadian Institute of Chartered Professional Accountants, the University of Waterloo and Wilfrid Laurier University.
Rob also serves on the board of directors of the Kitchener Soccer Club.
Lydia Grubb
Lydia began her career in 1998 at KPMG's Hamilton office. Throughout the intervening years, she spent time in industry as a Tax Specialist with an automotive manufacturer and Tax Director with one of Canada's largest owner/operators of retirement and long term care homes. Upon her return to KPMG, Lydia gained experience assisting her clients with their international tax issues focusing on inbound and outbound investing. Most recently Lydia has spent time with Canada's largest life insurance brokerage gaining an in-depth understanding of life insurance and how to use this instrument effectively in estate planning and wealth optimization.
Lydia is focused on advanced insurance planning combining her deep tax technical knowledge, broad understanding of issues facing business owners today and insurance experience to bring high value add solutions to her clients.
In her spare time, Lydia volunteers for the Kitchener Soccer Club.