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Dixi Robertson CFP®, FMA, CIM®
iA Private Wealth 

Director, Private Client Group; Portfolio Manager

Dixi grew up in the financial industry and learned to follow policy and markets and learn about investing at a young age.  Her father instilled in her the idea that by giving sound financial advice, you can improve people’s lives.

When not in the office Dixi enjoys spending time with her husband, family, pets and all the people she has adopted as family over the years.  When she has a spare moment or two, she can be found gardening, cooking, and playing golf.  She is an avid supporter of the community, and is involved with the HollisWealth Sports Dome, a sporting facility in Moncton that offers a variety of activities ranging from paint ball to soccer and Canadian Football. 


Gary Robertson, CFP®
 Investia Financial Services Inc.

Executive Director, Private Client Group – Senior Financial Advisor

Gary Robertson a man of the market –  there is a lot of overlap between his career and his hobbies.  Much of his spare time is spent reading and discussing markets with the many industry contacts he has made over the last 30 years.  He loves to be involved with his family and friends and enjoys discussing and debating the finer points of world economies and markets over the occasional glass of wine.


                                    Paulette Collins                                  Director of Portfolio Management & Research

iA Private Wealth 


    Darcy Carr 

Director of Client Relations and Communications

iA Private Wealth 


Brenda Arsenault,
Manager – Client Services

Administrative Staff


Erica Wilson

Tanya Killam


Coco Staff Shot

Coco, Office Mascot