Regional Manager, Distribution
Aaron Robertson is Regional Manager, Distribution for Alitis Asset Management, a division of Alitis Investment Counsel Inc.
Aaron officially started his Finance and Investment career in 2011, but his passion for investments started at the age of 16 when his parents bought him his first stocks for his birthday.
Ever since then, he has followed the markets closely while continuing to trade. Aaron’s path of experience started at RBC, and continued to CIBC and Coastal Community Credit Union. His passion for investments and investment advice is what attracted him to Alitis.
Aaron’s desire for client success is what allows him to build strong, long-term client relationships based on trust. His ability to conceptually simplify even the most difficult of financial recommendations truly helps his clients understand that they can and will achieve financial freedom.
Aaron’s qualifications include the Chartered Investment Manager (CIM) and the Certified Financial Planner (CFP) designations. He has also been trained extensively in Technical Analysis.
Aaron has lived in Campbell River since the age of 12 and is a proud husband and father of two boys. He loves exploring the outdoors with his family and walking the various beaches and trails in Campbell River. He has been part of Campbell River Minor Hockey Association for many years as both a player and a coach.