Tess Robertson is a Qualified Associate Financial Planner (QAFP) currently challenging the CFP Designation.

 

Tess focuses on long-term financial planning, as well as ensuring the client experience offers an elevated level of service and communication that exceeds expectations.  She provides another touch-point for contact and advice, assists with the creation of financial plans, manages the onboarding process, and is a fast and efficient primary contact for any client inquiries.

​

Tess was born in Ottawa and graduated from Acadia University with a degree in Finance and Economics.  She has a wealth of experience in financial services in both the public and private sectors

​

When Tess is not servicing your inquiries, she loves spending time with family and friends, sitting poolside, and creating (and eating) Italian cuisine.