Tanis Robertson

Financial Advisor; B.Comm., CFP, CLU

P: 1-306-986-1347

Tanis Robertson has been a Financial Planner at Brian Mallard and Associates since the company was formed in 1998. Originally from Vermilion, Alberta, Tanis was her high school valedictorian, and went on to complete a year in the Rotary Youth Exchange program by attending school in Rotorua, New Zealand. Upon returning, Tanis went to The University of Calgary where she completed a Bachelor of Commerce degree in Finance. Corporate jobs at Husky Oil Marketing Company and the CIBC made it clear to Tanis that she wanted to use her skills in a small, locally-involved business that gave her the ability to work independently, but directly with clients. Financial planning was the perfect fit for Tanis – she sums up her financial planning practice with the phrase “I specialize in family financial planning for when you have outgrown your bank.”

Tanis has completed:

  • The Canadian Investment Funds Course – Investment Funds Institute of Canada
  • Labour Sponsored Funds Course
  • Level 1 and Level 2 Insurance License
  • Certified Divorce Specialist program – The College for Divorce Specialists
  • Certificate in Financial Planning – Canadian Association of Insurance and Financial Advisors
  • Certified Financial Planner (CFP) – Financial Planning Standards Council

Tanis has been married to Ross since 2002 and they have two daughters, Paula and Paige.

Shirley Metanchuk

Executive Assistant

P: 1-306-986-1353