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Matthew Robertson, Financial Advisor

FINANCIAL ADVISOR
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

About Matthew

I'm proud to have served my clients in Lethbridge and surrounding areas for over 13 years. As a financial advisor and financial planner I strive to deliver clear, experienced advice grounded in integrity. I primarily work with professionals, business owners, and farm families who have established a solid financial base and who want to elevate that success through a solid plan and sound advice. Most often, my clients are approaching, or in retirement, but I also take great joy in serving those who are important to my clients. I am incredibly grateful that many of my clients have entrusted me...

Work History

  • Edward JonesDecember 2011 to Current

Personal Interests

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

Team Members

  • Brenda Brooks
    Sr. Branch Office Administrator

Send Me a Message

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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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My priorities

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Setting your path

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