Better decisions. Better monitored. Better results.

Achieving your financial objectives doesn’t happen by accident. It requires solid analysis, a clear plan of action, step-by-step implementation—and most importantly—ongoing monitoring and evaluation. Our approach to financial management consists of 4 steps:

Step 1: Client objectives

We take the time to understand what’s important to you and your family, and we offer the financial strategies to help you achieve your objectives.

Step 2: Recommendations for client decisions

We map out a financial wealth strategy based on your current status and financial network—the other advisors and members of your financial team—to get you from where you are now to where you want to be. We ask the questions you should ask before making any financial decisions, and we help you systematically consider the alternatives and consequences.

Step 3: Implementation

We work with the advisors within your financial network as well as proactively implement many of your financial decisions to ensure the burden on you is minimized.

Step 4: Monitoring and reporting

We help you stay the course, managing and developing your financial plan through regular detailed reporting and comprehensive updates over time and changing circumstances.

• 1. Independence

  Our independence from outside influences ensures our comments and recommendations are free of any consideration other than your best interests.

• 2. Objectivity

  Our objectivity is derived from a clear understanding of the opportunities and risks of all alternatives for your comprehensive financial wealth plan.

• 3. Thoroughness

  Our independence and objectivity results in the thoroughness of our analyses and recommendations to ensure your long-term satisfaction with the contributions we make to your financial peace of mind.

• 4. Experience

  Our 30 years of experience with a variety of clients across spectrums—age, occupation, industries, income levels and net worth—ensures we are able to give you the best advice, deliver the required actions and monitor your progress.

• 5. Partnership

  We will be a true partner within your network (your financial and legal team) to bring you solutions to problems you may not be aware of. We’ll also advise you how to take advantage of opportunities you may not even have appreciated.

 

Who does your financial advisor really work for?

When it comes to making important financial decisions, how you pay your financial advisor really matters.

Some advisors are paid to sell particular products, such as life insurance; others charge transaction fees when buying stocks and bonds, mutual funds and other products; still others charge fees based on the assets they maintain and manage for you.

In all of these cases, the financial recommendations such advisors make can be less than 100% objective.

We are paid only by you, the client, through an annual flat rate. This keeps us focused on ensuring your full range of financial issues are addressed.

When you work with TASMAN Financial Services, you pay an annual retainer fee that is not tied to any decisions you make, so you can rest assured that you are working with an unbiased professional whose only interest is in helping you succeed.

Scott Robertson, RFP, CFP, MBA, BEng, BComm

Scott has worked as an independent financial advisor for more than 30 years. His extensive educational background includes a BEng, a BComm and an MBA. He has also received certification as a Certified Financial Planner (CFP) and is a Registered Financial Planner (RFP). Scott began his career in the financial wealth management business in 1982 as a founding partner of a Montreal firm. He is currently serving as president of the Institute of Advanced Financial Planners and has filled a variety of roles on the organization's board over the past decade. He has also served on the board of the Ottawa chapters of the Financial Advisors Association of Canada (Advocis) and the Canadian Association of Financial Planners. His work in the community includes serving on the board of the Queensway Carleton Hospital for five years. Currently, Scott serves on the board of Personal Choice Independent Living, a non-profit organization that offers housing and support services to people with physical disabilities as well as assisted living services to seniors. Scott launched TASMAN in 1995 and today works with a wide variety of clients and their families.  

Sharleen Young

Office Administrator Prior to joining the Tasman team in 2010, Sharleen acquired entrepreneurial experience as co-owner of a family business. She has worked for over 15 years in office administration, which includes experience in both human resources and the financial sector. At Tasman, with her dedication to the company as well as to the clients, Sharleen is instrumental in assisting clients and ensuring all their needs are met. With her entrepreneurial background, coupled with her strong administrative skills, she ensures the smooth functioning of the office.  

Beth Malloch-Leclair

Office Administrator Beth joined the Tasman team in 2015, bringing previous experience in accounting, client service and administration. Her motivation and strong work ethic make her a valuable asset to our clients as well as our business. At Tasman, Beth works closely with our clients to ensure all their needs are met and their questions answered. She also manages day-to-day office procedures.  

Marilyn McNulty

Office Administrator Marilyn joined the Tasman team in 2016 with 15 years of corporate and bookkeeping experience. Her strong work ethic makes her a valuable asset to our business. At Tasman, Marilyn maintains the smooth running of day-to-day operations and spearheads special projects.

1. What type of client does Tasman serve?

Tasman clients are individuals who want to take a more focused approach to their financial planning. Most have annual incomes of at least $80,000, or net assets of $250,000 or more and have decided they want to do a better job planning for their financial future. Perhaps they are asking themselves: Is my estate where it should be? Will I have enough money at retirement? Am I paying more taxes than I need to? Are my investments working for me?

All of them have one thing in common: they want unbiased advice so they can make informed decisions that will enable them to achieve their financial objectives.

2. What are your fees?

Our retainer fee can vary from $3,000 to $20,000 annually, depending on the level of service required. Typically, the annual cost is in the $5,000–$8,000 range.

3. What products do you sell?

None. We are not licensed to sell any product and have no financial stake in any decision you make. That’s why you can be sure you are receiving unbiased, objective advice and guidance.

4. What if I want to continue working with my current broker/lawyer/accountant. Can I do that?

Absolutely. Our approach is to work with your existing team to take advantage of the contributions they can make toward achieving your financial objectives.

5. How frequently will we be in contact?

We encourage an open dialogue at all times and are only a phone call away whenever you have something to discuss. In addition, most clients need to see an update on their investments monthly, just to know everything is on track. A comprehensive review is provided every four to six months. This would involve a face-to-face meeting lasting anywhere from 45 minutes to several hours.

6. What if I need only one segment of your service, such as the financial plan?

Proper planning, operationalizing and monitoring represent an integrated process that cannot be effectively split up. As a result, we offer only a single comprehensive service that covers all three elements in order to maximize the benefits to our clients.