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.

08/31/2026

When everything feels urgent, the hardest part isn’t doing more—it’s knowing what to focus on.

08/28/2026

More than half of Americans fear AI will take their job. But should 4th graders be worried?

08/26/2026

Regardless of who or what is to blame, Canadians are feeling 'worn down' when it comes to covering costs for essentials.

08/24/2026

The old idea of “the village” is fading fast—and one sign of it is how rarely Americans even talk to their neighbors anymore. Rebuilding it could start with something surprisingly simple like walking the dog or taking a hike.

08/21/2026

Two policy decisions may have ended the liquidity squeeze that had weighed on equities, bonds and precious metals.

08/19/2026

There have been 13 bear markets in the bellwether U.S. index in the postwar era. Here's how today’s market compares.

08/17/2026

Why more millennials are buying businesses instead of starting them and how acquisition entrepreneurship is creating a faster path to ownership and wealth.

08/14/2026

The research has been mixed but the association says evidence of coffee’s safety and even benefits has been growing over time.

08/12/2026

As scientists link oral bacteria to heart disease and cognitive decline, a push is under way to treat the mouth as a source of bodywide inflammation.

08/10/2026

AI tech giant says it expects this type of attack to become more common with new cyber-capable models

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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