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Scott Robertson, president
Scott has an extensive educational background including a B.Eng, a BComm, and an MBA, and has received certification as both a Certified Financial Planner (CFP) and a Registered Financial Planner (RFP). He has been an active member of a number of professional organizations, including the Institute of Advanced Financial Planning, The Financial Advisors Association of Canada (Advocis), and the Investment Managers Consultants Association. He has served on the board of the Ottawa chapters of both Advocis and the Canadian Association of Financial Planners and is currently on the Executive Board and Board of Directors of the Institute of Advanced Financial Planning. Scott also serves as the vice-chair of the board of directors for the Queensway Carleton Hospital.
Administrative staff
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Scott has worked as an independent financial
advisor for more than 20 years. He started his predecessor company in
1982 and launched Tasman in 1995.
