Matthew Robertson, Financial Advisor, Financial Planner located in Lethbridge, AB

Financial Advisor,
Financial Planner
Matthew Robertson

CFP®, CIM®, FCSI®, CEA®
2406 Fairway Plaza Road South, Lethbridge, AB T1K 6Z3opens in a new window
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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
  • Cycling
  • 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