Matthew Robertson, Financial Advisor, <br class="block md:hidden">Financial Planner

Financial Advisor,
Financial Planner

Matthew Robertson

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

More to explore

Find your starting point

Start here

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My priorities

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Setting your path

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

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