Tanis Robertson
Wealth Advisor; B.Comm., CFP, CLU, CIM®
Tanis Robertson has been in the business of financial planning and investment advice in Saskatoon since 1996. Originally from Vermilion, Alberta, 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 early in her career made it clear to Tanis that she wanted to use her skills in a boutique, locally involved business that gave her the ability to work independently, form relationships, work directly with clients, and make a difference. Financial planning was the perfect fit.
Tanis worked as a financial planning associate with Brian Mallard for over ten years before purchasing a book of business from a retiring colleague in 2008. Tanis has the Certified Financial Planner, Chartered Life Underwriter, and Chartered Investment Manager designations. Tanis enjoys working with families, retirees, widows, and same sex couples, and describes her financial planning practice with the phrase, “I specialize in family financial planning for when you have outgrown your bank.”
Stay Connected.
Tanis enjoys keeping her clients up to date through her various social media channels. Whether you are looking for financial advice, or simply want to get to know her personally, these platforms will provide that for you.
Shirley Metanchuk
CLIENT SERVICE ASSOCIATE
Shirley has been with the Mallard group for 3 years. As a service associate for Tanis Robertson, Shirley assists in the day-to-day administrative support for our clients and ensures they’re satisfied with our services.