Overview

Dixi Robertson CFP®, FMA, CIM® Director, Private Client Group; Portfolio Manager Robertson Private Wealth Counsel | iA Private Wealth Inc. Our mission is to help our clients and their families attain financial peace of mind. We do this by creating comprehensive financial plans that focus on tax minimization, efficient portfolio allocation and a monitoring system that helps our clients meet their objectives. We strive to retain the confidence and trust of our clients through our total commitment to honesty and integrity. We promise to consistently demonstrate our declaration to professionalism and excellence in everything we do, and to communicate a sincere, caring attitude toward every client. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.