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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.

Springrocc draws together industry experts and talented resources who are deeply committed to addressing your financial well-being with a particular focus on wealth, tax, and estate planning for both individuals and businesses. Springrocc provides a wide range of insurance and asset management solutions for individuals, families, and business owners. We believe that trust is built on four facets: Benevolence, Integrity, Dependability, and Competence. Whether handling policy claims, growing and protecting your retirement and investment savings, or providing mental health support for our team, we are committed to improving your life.

Alberta born and raised, I am proud to have served Lethbridge for the past 14 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.

Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for. 

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.

I am a Registered Nurse Specialist with experience in Palliative Nursing Care, Oncology Therapies, and Community and Hospital Nursing Care.  I have been  assisting patients and their families for over 20 years in planning and preparing for complications associated with their chronic health needs.  

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

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.

YXE Notary and Estate Services, owned and operated by Nadine Rolph, is a member of Women Entrepreneurs of Saskatchewan (WESK). 

YXE Notary and Estate Services 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.

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 am a Registered Plan Administrator with Access Credit Union. We are the largest credit union in Manitoba.