Aaron Robertson Email & Phone Number
Head of Private Client @ Alitis Investment Counsel
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Aaron Robertson Location
- British Columbia, Canada
Aaron Robertson Work
- 2022 -now Head of Private Client @
- 2021 -now Portfolio Manager @
- 2017 -2021 Associate Portfolio Manager and Certified Financial Planner @
- 2019 -2022 Regional Manager, Distribution @
- 2017 -2022 Director @ Playbookhub Inc.
- 2014 -2017 Financial Consultant and Investment Advisor @
- 2012 -2014 FSR II @
Aaron Robertson Education
- North Island College 2004-2005
- Canadian Securities Institute
Aaron Robertson Skills
- Retirement Planning
- Investments
- Retirement
- Wealth Management
- Mutual Funds
- Leadership
- Management
- Customer Service
- Finance
- Financial Analysis
- Portfolio Management
- Securities
- Strategic Planning
- Wealth Management Services
Aaron Robertson Summary
- Aaron Robertson, based in British Columbia, Canada, is currently a Head of Private Client at Alitis Investment Counsel. Aaron Robertson brings experience from previous roles at Alitis Investment Counsel, Alitis Asset Management and Playbookhub Inc.. Aaron Robertson holds a 2004 - 2005 North Island College. With a robust skill set that includes Retirement Planning, Investments, Retirement, Wealth Management, Mutual Funds and more. Aaron Robertson has 2 emails and 1 mobile phone numbers on RocketReach.
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