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Tess Robertson

Qualified Associate Financial Planner

Business Operations Manager

Calgary, Alberta

trobertson@embarkwealth.ca

Headshot 3.PNG

Tess Robertson

Qualified Associate Financial Planner

Business Operations Manager

trobertson@embarkwealth.ca

613-889-2965

3360 16th St SW #406

Calgary, Alberta

T2T 7A8

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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.

A coffee and a second opinion

Are you on track?

In 15 minutes, we can evaluate your situation, identify opportunities and areas of concern, and create an action plan for you and your family.

No cost and no commitment.

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