Our Story

About Robertson Financial Partners

Robertson Financial Partners is a trusted financial services firm that has been dedicated to helping individuals, families, and businesses achieve their financial goals for over 40 years.

With a commitment to excellence and personalized service, we offer a comprehensive range of solutions that empower our clients to secure their financial future. Whether it's wealth management, insurance products, or group insurance services, our experienced professionals provide tailored strategies and expert guidance to help clients acheive their goals.

At Robertson Financial Partners, we believe in building strong, long-term relationships with our clients, based on trust, integrity, and a deep understanding of their unique needs. Discover the confidence that comes with partnering with Robertson Financial Partners, and let us guide you towards financial success and prosperity.

Handshake
Services

Wealth Management

We know you've worked hard for your money. That’s why we work hard for you. Your financial security is important, and it's about more than just money—it’s about peace of mind, today and tomorrow.

Our wealth management service prioritizes your financial goals and security. With personalized strategies, we focus on long-term growth and stability. Our experienced team ensures a comprehensive approach, integrating investments, tax planning, and estate considerations. We're dedicated to nurturing your wealth with the utmost care and expertise.
wealth managementinsurance
Services

Insurance of Persons

Secure your future and protect what matters most with our versatile life insurance solutions. Whether you're an individual seeking personal coverage or a corporation looking to safeguard your employees and assets, our tailored policies provide the financial security you need for peace of mind.

Our diverse team of experts includes underwriters, tax specialists and actuaries, all of whom work together to understand our client's unique financial and medical situations. This allows us to provide the best possible service and advice to our clients.
Services

Group Insurance

Discover peace of mind with our comprehensive group insurance services. We're here to safeguard your team's well-being, providing tailored coverage solutions that prioritize your employees' health and security, so you can focus on what you do best – growing your business.

Our experience lies in serving small to medium sized-enterprises, ranging from 2 to 1,000 employees. Over the years, we have built strong relationships with the major Canadian insurance providers while maintaining our independence, allowing us to provide the best solutions to match our clients' needs.
Group insurance

Our Team

Meet the exceptional team of professionals at Robertson Financial Partners. With a shared commitment to excellence, integrity, and trust, our diverse team brings a wealth of expertise to help you achieve your financial goals.

Gary Robertson
President
Mutual Fund Representative
Financial Security Advisor
Group Insurance and Group Annuity Plans Advisor

Gary founded Robertson Financial Partners over 40 years ago and is still actively involved in serving the firm's valued clients. He brings a wealth of knowlege and extensive experience, which is evidenced by his tenure and success in the financial services industry.

Gary obtained a Bachelor of Commerce degree from McGill University as well as the Chartered Accountant (CA) designation. When he's not working, Gary can be found on the golf course, fishing, or spending quality time with friends and family.

Brian Robertson, CFA, MBA
Vice-President
Mutual Fund Representative
Financial Security Advisor
Group Insurance and Group Annuity Plans Advisor

Brian is the driving force behind our day-to-day operations and brings a wealth of expertise to the table. He believes in building relationships with clients based on integrity, trust and reliability.

Brian holds the Chartered Financial Analyst (CFA) designation, an MBA from McGill, and a mechanical engineering degree from Queen's University. His diverse educational background has provided him with a unique toolkit to offer a superior level of service to our clients.

Outside of the office Brian is very active and enjoys playing golf and hockey as well as skiing and scuba diving. Brian is also an avid traveller, having visited countries spanning 5 continents.
‍

France Langelier
Administrative Assistant

France plays a pivotal role in ensuring smooth operations within our team. Her expertise lies in client communications and addressing client requests with a keen attention to detail. France's dedication to providing timely and efficient administrative support is a cornerstone of our commitment to excellence.

With France on board, you can trust that your financial needs will be handled with care and professionalism. She is an essential part of our team, working tirelessly to make sure our clients' experiences are nothing short of exceptional. When not at the office, France enjoys [XYZ] Her vibrant personality and unwavering reliability make her a valued member of the Robertson Financial Partners family.

Jean-Pierre
B.A.A, LL.B, M. FISC, PL. FIN, CSF
Fiscaliste, Tax & Estate Planning
Romeo
FALU, FLMI, ACS
Advanced Underwriting Specialist
Jean-François
[TBD]
Group Insurance Specialist

Contact us

brobertson@bv-a.com
514-928-8292
40 Girouard Ave, Dorval, QC, H9S 3P9
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Services
Team
Contact
About Us
2024 Robertson Financial Partners. All right reserved.
Privacy Policy
Terms of Service
Cookies Settings

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is no tregistered.

‍

Mutual funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual funds are not guaranteed, their values change frequently, and their past performance may not be repeated. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

‍

Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

‍

Insurance products are provided through PPI.

‍

Segregated fund products are offered through PPI and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policyowner and may increase or decrease in value according to the fluctuations inthe market value of the assets of the segregated fund.

‍

Click here to view IA's personal information protection policy..