Robert Fabrizio

Certified Financial Planner, Excalibur Executive Planning & BP Group Solutions; Investia Financial Services Inc.; Guinness World Record Holder & Endurance Athlete; Past-President, ADVOCIS Edmonton Chapter

Mutual funds are offered through Investia Financial Services Inc.

I am licensed for mutual funds in the Provinces of Alberta, BC, Saskatchewan and Ontario.

President at Mitchell & Company, Inc. and Senior Associate at Excalibur Financial Group

President at Mitchell & Company, Inc.
(Aug 2016 – Present)

Sr Benefits Advisor at Excalibur Financial Group

Sr Benefits Advisor at Excalibur Financial Group, Inc.
(Apr 2016 – Present)

Associate at Excalibur Financial Group

Associate at Excalibur Financial Group
(Apr 2016 – Present)

Managing Partner at Aristo Insurance Group , LLC

Managing Partner at Aristo Insurance Group, LLC at Aristo Insurance Group, LLC
(Apr 2022 – Present)

Property Acquisition Assistant / Transaction Support at Excalibur Financial Group LLC

•Supported onboarding of new partners and clients by organizing communication and project timelines.
•Scheduled and coordinated virtual meetings, ensuring smooth handoffs between acquisition and transaction teams.
•Maintained detailed records of property data and project...