"★★★★★"
"With an ethical, trustworthy, caring & knowledgeable mindset, Tess will confidently direct you, on the best possible path towards achieving financial stability & prosperity in the future. Thank you, Tess."
A.C.
Tess Robertson
Certified Financial Planner
Business Operations Manager
Tess Robertson is a Certified Financial Planner (CFP).
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.
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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
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When Tess is not servicing your inquiries, she loves spending time with family and friends, sitting poolside, and creating (and eating) Italian cuisine.
