Tamara L. Baird

MBA, CFP®, CPCA®

• Master’s Degree in Business Administration – Executive MBA
  Telfer School of Management at the University of Ottawa
• Certified Financial Planner®
• CFP® professional Ambassador
• Certified Professional Consultant on Aging®
• Life Insurance advisor
• Member Association of Canadian Compliance Professional
• Member of Algonquin College’s Finance Advisory Committee
• Affiliate of Telfer’s School of Management Connexions Program
• Member of the RocheBanyan Team since 2010
• 20+ Years Financial Services Industry experience
• Featured Successful CFP Professional by the Financial Planners Standards Council

 

As the Vice President and Branch Manager, Tamara proudly serves its stakeholders to collectively deliver an unparalleled client experience.

 

With over 20 years in corporate governance coupled with advanced finance training, she strategically leads a capable, accredited and experienced team of financial professionals and associates.

 

Corporate social responsibility is paramount to Tamara, propelling her to champion and mentor prospective industry candidates.

 

Tamara is widely regarded as a dynamic leader who is outgoing, values transparency, demonstrates an exceptionally strong work ethic and cares deeply about her role and her team.

 

Tamara loves to be active in all seasons with her husband and two stepsons.