Joel Robertson
CFP®, FCSI, CIM
Wealth Specialist, Aviso Wealth
P: 306 691 4823
A: 80 High St. W.
Moose Jaw, SK
Credit Union Locations Served - Central Butte, Moose Jaw
I consider it a real honor to help my clients successfully plan for and navigate through their financial lives. As a CERTIFIED FINANCIAL PLANNER professional with over 18 years of experience in the financial services industry, I find deep satisfaction in helping my clients retire well.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.