Portfolio Manager & Head of Private Client
Aaron Robertson is Portfolio Manager & Head of Private Client at Alitis Investment Counsel.
Aaron officially started his career in Finance and Investment Management in 2011, but his passion for investments started when his parents bought him his first stocks for his 16th birthday.
Ever since then, he has followed the markets closely and witnessed the value investments bring to achieving financial success. Aaron’s path of experience started at the big banks, then on to a Vancouver Island-based Credit Union. While at these financial institutions, Aaron realized his passion for helping people is what really keeps him motivated.
With Alitis’ commitment to client success and service, Aaron truly feels that his values of helping people matches that of the company. Alitis’ unique style of investing and access to non-traditional asset classes also made Alitis a perfect fit for Aaron.
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 achieve financial freedom.
Aaron’s qualifications include the Chartered Investment Manager (CIM®) and the Certified Financial Planner (CFP®) designations.
Aaron has lived in Campbell River since the age of twelve and is a proud husband and father of two boys. He loves exploring the outdoors with his family, particularly walking the various beaches and trails in Campbell River and the surrounding areas. Aaron spends some of his free time playing recreational sports and currently coaches his boys in Campbell River Minor Hockey and Campbell River Minor Baseball.