Robert has worked as a mortgage agent and financial planner for over 25 years. He studied business at Mohawk College and climbed the corporate ladder to become Scotiabanks area sales manager of mortgages for Southern Ontario before he decided to work independently as a mortgage agent. Robert wisely chose this path which gave him the freedom and opportunity to act as an unbiased and open advocate for his clients rather than pushing them into products that they did not need.

Sean studied science at the University of Calgary receiving his Bachelor's degree in Cellular Molecular and Microbial Biology followed by his Master's degree in Immunology. Sean briefly taught High School Science and Math and then worked for many years in the clinical diagnostics laboratory automation. He started working under Robert as his mentor and became a licensed agent himself.