Robertson Insurance and Investment Solutions Corp

07/01/2026

05/25/2026

With over 16 years of experience helping individuals, families, business owners, farmers and corporations build and protect wealth, my focus has always been simple — delivering real strategies with real results.

At Robertson Insurance & Investment Solutions Corp, we specialize in:

• Group Benefits & Retirement Plans
• Health Spending Accounts (HSA)
• Corporate Tax & Capital Extraction Strategies
• Immediate Financing Arrangements (IFA)
• Investment & Wealth Planning
• Estate & Legacy Planning

Whether it’s helping a corporation become more tax-efficient, creating long-term retirement income, or building an investment strategy with a hands-on personalized approach, we pride ourselves on providing tailored solutions — not cookie-cutter advice.
We also help protect what matters most through:

• Life Insurance
• Critical Illness Insurance
• Disability Insurance
• Health Benefits

In today’s world, having the right financial structure matters more than ever. The right strategy can help you grow wealth, reduce taxes, protect your family, and create long-term financial security.
If you’re looking for a professional, experienced advisor who takes a proactive and personal approach to your financial future — let’s connect.

Robertson Insurance & Investment Solutions Corp.

Building wealth. Protecting futures. Creating strategies that work.

Call or message today.

(780) 871 0066
[email protected]

04/05/2026

Happy Easter everyone!!!

02/09/2026

RRSP Deadline Approaching MARCH 2, 2026

Let's keep more money in your pockets and less in the Government's!

Whether your an employee looking to save tax or a Business looking to implement an RRSP matching program.

With 16 years of experience as a financial advisor, one thing is consistent every year:

Many Canadians miss the RRSP deadline and unintentionally pay more tax than necessary.

Contributing to your RRSP before the deadline can:

• Reduce your taxable income
• Increase your refund or lower your balance owing
• Allow your investments to grow tax-deferred

Once the deadline passes, the opportunity for this tax year is gone — and CRA does not provide flexibility after the fact.

RRSPs remain one of the most effective and legitimate tools available for managing personal tax and long-term planning when used correctly.

If you earned strong income in 2025 or regularly owe tax, it may be worth reviewing your RRSP strategy now.

📩 Feel free to message me or comment “RRSP” if you’d like to discuss your options before the deadline.

And go TEAM CANADA!!

12/27/2025

Wishing everyone a very Merry Christmas and a happy New Year!!!

10/31/2025

Happy Halloween!!!!

10/13/2025

Happy Thanksgiving to all!!!

09/23/2025

💔 A diagnosis changes everything.

Bills don’t stop. Businesses don’t pause. Families still need support.

That’s why Critical Illness Insurance matters — one payout, right when life hits hardest. Use it for treatment, bills, income, or simply peace of mind.

Whether you’re a business owner, a parent, a partner, or a hard working Canadian protecting what you’ve built is priceless.

👉 Don’t wait for “someday.” Protect your future today. 💙

[email protected]
780 871 0066

08/25/2025

🍂 As summer winds down over the next few weeks and we step into fall, it’s the perfect time to get back into routine and start planning ahead.

Whether it’s reviewing your personal insurance, building a stronger investment strategy, setting up group benefits for your team, or exploring corporate tax strategies, the right planning now can set you up for a successful year ahead.

Fall is all about fresh starts—let’s make sure your financial goals and protection are part of that routine.

📅 Let’s connect and create a plan tailored for you, your family, or your business.

Travis Robertson Corporate Advisor
[email protected]
780 871 0066