Scott Robertson

Panel Moderator

Scott Robertson

Panel Moderator


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.

Scott served as president and filled a variety of roles for the Institute of Advanced Financial Planners while he served 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.

All sessions by Scott Robertson


Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on to complete the transaction. *non-member registrations are subject to approval