Robertson Private Wealth Counsel

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Robertson Private Wealth Counsel Advice, planning, knowledge. Dixi Robertson CFP®, FMA, CIM®
Portfolio Manager

Paulette Collins CIM®
Associate Portfolio Manger iA Private Wealth Inc. operates.

Our mission is to help our clients and their families attain financial peace of mind. We do this by creating comprehensive financial plans that focus on tax minimization, efficient portfolio allocation and a monitoring system that helps our clients meet their objectives. We strive to retain the confidence and trust of our clients through our total commitment to honesty and integrity. We promise to consistently demonstrate our declaration to professionalism and excellence in everything we do, and to communicate a sincere, caring attitude toward every client. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc.

10/16/2026

Although most older Canadians want to remain at home as they age, many may not be financially prepared for what that choice requires.

10/14/2026

The model allows consumers to pay growers, fishers or livestock farmers directly for a share of their harvest.

10/12/2026

Carney gathered the biggest rainmakers from around the world to showcase the country’s major deals and projects.

10/09/2026

History shows that the markets and the economy flourished when rates were even higher than today’s. But, our columnist notes, those times didn’t last.

10/07/2026

Advisors share how RESP funding and withdrawals can go wrong.

10/05/2026

A taxpayer argued the AMT was meant for high-income earners not for a single large capital gain, but lost in court.

10/02/2026

While variable rates are on hold for now, fixed rates are marching upward.

09/30/2026

Gen Z may be known for living online, but nearly 4 in 5 are hoping for screen-free gifts this holiday season.

09/28/2026

A humanist chaplain at Harvard and MIT argues that we’re living in a moment with too much certainty.

09/25/2026

The longer-term success of the capital push depends on whether the country can turn investment interest into actual projects that are financed, approved and built.

Address

1351 Mountain Road
Moncton, NB
E1C2T9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15063840770

Website

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