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Michael Robertson, Financial Advisor

FINANCIAL ADVISOR
Michael P Robertson

1540 Cornwall Road, Suite 103, Oakville, ON L6J 7W5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Wealth protection strategies
  • Business owner considerations

About Michael

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Work History

  • Edward JonesMay 2013 to Current

Personal Interests

  • Active Lifestyle
  • Canoeing
  • Health & Nutrition
  • Skiing

Team Members

  • Elizabeth Baran
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(905) 827-1845

Fax

(833) 223-9796

Office Address

1540 Cornwall Road
Suite 103
Oakville, ON L6J 7W5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

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

Learn More