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.