613.749.5027

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.

Our other team members


  • Tamara L. Baird

    Vice President and Branch Manager

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  • Gilles Carrière

    Certified Financial Planner®

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  • Malcolm B. Fletcher

    Managing Director and Chief Investment Strategist

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  • Andrew Forcier

    Certified Financial Planner®

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  • David A. Gervais

    Certified Health Insurance Specialist, CHS®

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  • Éric Gibeault

    Certified Financial Planner®

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  • Éric Haché

    Financial Advisor

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  • Geneviève Jamault

    Certified Financial Planner®

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  • Rudy Johnson

    Certified Financial Planner®

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  • Anny He

    Financial Advisor

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  • Martin Parker

    Senior Financial Advisor

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  • Robert Théroux

    Certified Financial Planner®

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  • Allan J. Walton

    Certified Financial Planner®

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