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Doug Robertson,CFP.

As an Edward Jones Financial Advisor it is important for me to ensure that my clients are in the driver's seat when it comes to investing. I believe that education is the key to investing successfully. I am committed to helping my clients understand what they are investing in, and how these investments will help them to achieve their financial goals. Earning the trust of my clients is my number one priority.

A native of Montreal (bilingual), I moved to Europe in my late 20's to run an import/export business in Europe and North Africa. While travelling, I met my wife Tamara and we moved back to Canada to raise our beautiful daughters. After arriving in Canada I worked in the financial services industry for several years. I joined Edward Jones in 2013 because of the opportunity to run my own business backed by the resources of a well-established firm that shares my commitment to always putting the client first.

A 20-year resident of Oakville, I currently serve many individuals, families and business owners in the community who share my straightforward approach to investing. My business is supported by our Branch Office Administrator, Elizabet Baran, who is passionate about customer service and administrative excellence.

Alberta born and raised, I am proud to have served Lethbridge for the past 12 years. I am passionate about providing easy to understand, professional advice to my clients with integrity. I partner primarily with professionals, business owners and farm families. I take immense pleasure in working with multiple generations of the families I serve.

I hold the Certified Financial Planner® designation: long considered the gold standard of financial planning in Canada. I also hold the CIM® (Chartered Investment Manager) designation and am a fellow of the Canadian Securities Institute (FCSI®). I would consider myself a lifelong learner and am always looking for new ways to grow my impact.

I take pride in knowing each of my clients on a personal level so I can truly understand what is important to them. Before investing your hard-earned savings, I want to become invested in you! I will partner with you throughout your life with tailored solutions so you can confidently work towards your goals. As important as having a strategy is, execution is just as vital. As we work together, life is certain to throw you curveballs; I will adapt to changes along the way.

My branch partner, senior branch office administrator Brenda is the first smiling face you will see when you come into our office. We have been together for 9 years. She is a true asset to this process and diligently takes care of our clients.

As a partner of the firm, I know Edward Jones puts its client's interests first. We consistently rank high in client satisfaction surveys. Together our 19,000 advisors manage over $2 trillion in assets for our clients. The size and scale of Edward Jones allows us to continuously invest in tools and research. This results in better outcomes for our clients and provide the most informed advice.

Vision Credit Union is a full service financial credit union.  We strive to provide the best service possible to our members.  I have been working in the financial industry for over 35 years.  I have worked in all aspects of the financial services areas.  At this time I am the Manager of Risk.    Being a part of Vision Credit Union helps me to bring stability and peace of mind to our members.

With over 30 years of experience in financial services, Chantal seamlessly coordinates and manages processes within a team of Investment Advisors. Her friendly and helpful demeanor comes through in every interaction. Chantal has completed several industry courses, including the Canadian Securities Course, Professional Financial Planning and the Canadian Initiative for Elder Planning Studies (EPC). As a Registered Representative in the Pearson Wealth Management group at RBC Dominion Securities Inc., Chantal also routinely contributes to the team’s wealth and portfolio management process.

As a Wealth Advisor with TD Private Wealth Management I have spent the past 27 years as a knowledgeable resource for a select group of affluent clients and their families. At TD Wealth, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key role that growing, preserving and transferring your wealth plays in helping you enjoy the life you want to lead. We want to help you optimize the transfer of your wealth. 

YXE Notary, owned by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK) and the Greater Saskatoon Chamber of Commerce. 

YXE Notary was established in 2018 and offers general notarial public services, execution of real estate purchase and sale documents, land title transfers including surviving joint tenant transfers, among many other services. YXE Notary is registered with the US Consulate General in Calgary for authentication of documents.

Nadine lives in Saskatoon with her two Maltese dogs. Nadine has a Bachelor of Commerce with a major in Statistics and a background in tax legislation. 

I started in the financial services industry over twenty years ago, working with a local advisor as administrator and then Branch Manager.  Through this experience I learned that I enjoy planning and working with people and it became clear to me that I had found my passion. 

I will provide you and your family with information you need to make the best financial decisions to reach your personal goals.  I am here to help you develop all aspects of your planning needs. From buying your first home, education funds for your children, retirement income planning, lifestyle protection or developing a comprehensive estate plan.  I can assist you in each area with my expertise.  Conducting detailed meetings and open communication allows me to understand your goals and develop a Personalized Wealth Management Strategy.

I am a Certified Financial Planner, (CFP) so you can be sure I provide expert and professional financial planning services.  As an Elder Planner Counsellor, I have also be trained in the specific needs, wants and issues concerning today's elder demographic.  I have been tough to address many aspects of aging that can impact your financial and social circumstances.

I am a Licensed Funeral Director in Ontario and British Columbia, former Cemetery Service Advisor and Memorial and Monument representative.

With more than thirty-nine years in the funeral and cemetery industries, I have gained vast experience assisting families through the loss of a loved one of all cultures. I have worked with families not only following a death but also before in preparing their wishes in advance.

I have worked diligently to provide caring compassionate assistance to all families prior to and following a death, tailoring services to the unique needs of each family, individual and executor, in order to ensure their very personal requests and details are considered and carried out. I have also developed and expanded upon programs to help families and executors complete the task of dealing with estate issues as easily and simply as possible in order to alleviate the stress that arises during this difficult time. I am constantly updating and adding items not only to assist families, individuals and executors before a death occurs but following.

Timothy Ross, Family Advisor® ,CKA®, RIS, RIAC, CEA

CEO & Founder, Brock Shores Financial

Mutual Funds offered through PEAK Investment Services Inc.

​Brock Shores Financial / Timothy Ross & Associates

Family Office Providing Omega Stewardship ® 

​Mission - Vision – Core Values

“Serving our clients and community since 1988”

​OMEGA STEWARDSHIP ®
​* One Stop Process Driven Approach for Retirement & Income Planning
​* Personalized Tax Management Solutions for Individuals & Business Owners
​* Confidential Wealth Management Solutions

#ImprovingFutures www.ImprovingFutures.ca

​Helping Families Achieve ... Life's Major Goals ®
​1. Tax Smart Planning & Investing
​2. Worry Free Retirement
​3. Education of Our Children & Grandchildren
​4. Quality Care for Our Parents
​5. Meaningful Financial Help for Our Loved Ones
​6. Meaningful Legacy

​Member of Advocis, The Financial Advisors Association of Canada
​Member of IFB, Independent Financial Brokers of Canada
​Member of RIA, Responsible Investment Association
​Member of the Rotary Club of 1000 Islands, Paul Harris Fellow

Jane's 40+ years in Financial Services also includes experience as an executor. Planning ahead is prudent, as organized affairs safeguard assets, relationships and lifestyle. It brings ease to your executor, peace of mind to you and your family and helps 'get the conversation' started. Ultimately it leaves more hard earned money in the hands of heirs vs CRA. Make your 'last' impression part of your legacy. Intact, neat and tidy!          

Nicole Rothe is
a Financial Planner with Manulife Securities Investment Services Inc. and
Independent Life Insurance Advisor from Spruce Grove, Alberta. She graduated
from the University of Alberta with a Bachelor of Science Degree, and in 2020
achieved both her Certified Financial Planner ® designation and the Elder
Planning Counsellor designation.