Russ Robertson, CFP®, CDFA

Wealth Management Advisor

Russ has been professionally involved in the financial services industry since 1996. After many years of personal interest in the financial world, his hobby turned into his profession as Wealth Management Advisor.

Russ first became associated with Investment Planning Counsel (IPC) back in 1996, looking after the financial needs of clients in Cold Lake, Alberta. As a coach, analyst, and partner to his clients, Russ is continuously upgrading his skills to enhance the services and products offered to them.
He has diligently completed the Canadian Securities Course, the Professional Financial Planning course, Wealth Management Essentials and has successfully achieved the coveted Certified Financial Planner designation. Russ is a licensed Level II Life Insurance Agent and holds the designation of Certified Divorce Financial Analyst.

Our major focus is customizing strategies for clients and completing plans to assist them in achieving their goals and dreams. With a defined six-step process, he uncovers what is important to our clients and is dedicated to enhancing their personal wealth and financial well-being through lifestyle planning. Our team works with client families to create financial plans that will give them peace of mind no matter what is happening in the world around us.

The lifestyle planning process starts with completion of a client “Dream Journal” and is designed to remove the stress of this ever-changing world and results in a customized “Person Wealth Management Strategy”. His role is to assist by providing creative ideas, and help in making required informed decisions. Most importantly, it is his promise to provide unbiased personal honesty, integrity and professionalism, treating each person and situation with the utmost care.

 

Insurance products available through Wealth Watch Financial Services Inc.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.