Duane Robertson

Vice-President & Portfolio Manager

780-944-8808 | Email me

Duane obtained his Bachelor of Commerce Degree in 1988 from the University of Alberta and joined the investment industry in 1996.


Within just a year, Duane achieved the Fellow of the Canadian Securities Institute designation (FCSI) which is reserved solely for financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers.


In addition, he is a Portfolio Manager, has his derivative license and is also licensed to provide insurance solutions.

Duane is a “hands on” manager developing portfolio strategies and solutions to meet his client’s investment needs.


Duane is married to Loralee and they live on the Southside with their two sons, Carter and Cole. He enjoys golfing in the summer and playing hockey in the winter. He is an avid Oiler fan and season ticket holder as well as being an active member of the community.

Manuela Slavic


780-944-8880 | Email me