JAMES ROBERTSON

JAMES ROBERTSON

 CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

Investors Group

Request an appointment with JAMES ROBERTSON

If you would like to request an appointment please complete your personal information below.

topics to discuss

Success!

Your appointment registration has been successfully sent!

About —

icon book and glasses

My team is passionate about working with financial advice seeking families and individuals. The clients we work with are serious about achieving a financially sound future for themselves and their loved ones. By working with clients we provide understanding and direction to all the complex aspects of their financial affairs. Our comprehensive financial planning allows clients to get ahead financially by making sure they are making the best decisions possible to achieve their financial goals. Our desire is to offer clients piece of mind and the ability to focus on what is most important to them in life by knowing they have a well-managed financial plan. I have 28 years industry experience, and am a Certified Financial Planning professional and Registered Retirement Consultant. Having a close and long term relationship with clients is important. Many of the clients we work with have been with us for over 25 years, and we work with multiple generations of client families. Please call for a complimentary meeting to see how we may help you.

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

general inquiries —

201 - 51 Sunpark Dr. SE
Calgary, AB T2X 3V4

Get Directions
Investors Group

Request for More subscription

Success!

Your newsletter subscription has been successfully sent!