Robertson Private Wealth Counsel

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.

06/03/2026

Rare aerial photographs taken a century ago by Colonel J. Victor Dallin guided the restoration of Aronimink Golf Club. This week, his work will help decide the PGA Championship.

06/01/2026

Keeping debt a secret is common and shame often keeps people from reaching out for help. But this can get expensive.

05/29/2026

Your first year of retirement may be an adjustment, here is what you might expect.

05/27/2026

“I wish there were a few more Canadas in the world,” he said, “so that we can have a much more reliable and sustainable global energy system.”

05/25/2026

The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

05/22/2026

For all the anxiety about a tough job market, recent college grad unemployment is 5.6%—higher than average, but far from catastrophic. Here are five things new grads should know as they launch their careers.

05/20/2026

If not implemented and managed correctly, the structure of Mark Carney's new sovereign wealth fund could shape not only public finances but also mark the beginning of a repricing of Canadian assets.

05/18/2026

For developing countries, the spectre of food shortages due to a lack of fertilizer and soaring prices is a frightening one.

05/15/2026

The paddle craze of the decade has bountiful benefits for people living with the neurodegenerative disease.

05/13/2026

Psychologist Dr. Marisa Franco shares how to make (and keep) friends when you’re busy and burned out.

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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