Welcome to Robertson Private Wealth Group

We thank you for your interest. Should you have any questions about what services we provide, please do not hesitate to reach out directly. One of our team members would be happy to assist you 

Headshot of Duane Robertson

Duane Robertson, FCSI

Senior Portfolio Manager

My investment philosophy focuses on getting to know my clients and their financial goals. I follow a disciplined approach to help develop individual objectives and set realistic investment expectations. Portfolios are structured specifically to meet clients needs with the appropriate asset mix and diversification.

If you require personal guidance with your investments, I would be happy to help. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options. Whether you're investing for a business, an organization, or yourself, I can custom design a portfolio to meet your specific needs. I would be pleased to speak with you about your financial objectives please feel free to contact me directly at 780-944-8808.

Carter Robertson

Carter Robertson

Investment Advisor

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