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Alina Robertson, CPA, CA
- Investment Fund Advisor*
- Life and Health Insurance Advisor
Has 'investing for the future' been at the bottom of your To Do list for some time, right next to 'draft my will' and 'back-up my hard drive'? Finally, there came a time when you decided to make this a priority. Congratulations! Now you are in search for a professional who you can trust.
Why me? Because I am committed to achieving your financial goals with integrity and transparency, and am passionate about supporting you in making the best life choices for you.
Allow me to help grow your wealth and invest with confidence. I look forward to getting to know you!
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
(647) 213-2331
5070 Dixie Road
Mississauga, ON L4W 1C9
Phone: 905-276-9456 ext. 4431
Cell: 647-213-2331
Toll-free: 1-866-306-2676
Fax: 905-276-4964
Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That's why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.
We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I'm in your corner, always there to help you stay the course and push your limits. Together, we'll do more.
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations.
I decided to work under the banner of Desjardins Financial Security Independent Network, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.
Desjardins Financial Security Independent Network is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.