portrait of Matthew Robertson
FINANCIAL ADVISOR

Matthew Robertson

CFP®, DFSA™, CIM®, FCSI®
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Education Savings Strategies
  • Business Owner Considerations
  • Intergenerational Planning

Personal Interests

  • Spending Time with Family
  • Camping
  • Skiing
  • Volunteering
  • Outdoor Enthusiast

Team Members

  • Brenda Brooks
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(403) 327-0605

Fax

(855) 849-8112

Office Address

2406 Fairway Plaza Road South
Lethbridge, AB T1K 6Z3opens in a new window

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Setting your path

We use an established process to help you reach your goals.

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