Tanner Financial Services

www.tannerfinancial.ca

At Tanner Financial Services our mission statement is to provide peace of mind through every stage of our client's lives by providing and regularly updating a complete financial road map. We do this by using a variety of planning, insurance and financial products to reduce risk while maintaining financial goals. Founded in 1999 Tanner Financial has continually evolved to meet the needs of its clients. Over time as its client base has grown, Tanner Financial has continually added staff and resources to maintain a personalized level of service. Tanner Financial is a 3 time winner of the E.J.Barilla award, as well as a one time winner of the Chuck Cino, and North York Chamber of Commerce Volunteer Of The Year Award. Tanner Financial has consistently been amongst the top performers in Canada for small business group benefits. Through our alliance with the Chambers of Commerce Group Plan, we can provide a wide array of insured solutions. In addition, being part of the Investment Planning Counsel allows us to develop and implement a solid financial plan with solid investment choices at our disposal. Recently we have added mortgages through Mortgage Intelligence to complete the array and truly make us your one stop for your future’s financial and protection needs. Additional services such as tax preparation and complete financial plans round out our suite of solutions.

Read more

Reach decision makers at Tanner Financial Services

Lusha Magic

Free credit every month!

At Tanner Financial Services our mission statement is to provide peace of mind through every stage of our client's lives by providing and regularly updating a complete financial road map. We do this by using a variety of planning, insurance and financial products to reduce risk while maintaining financial goals. Founded in 1999 Tanner Financial has continually evolved to meet the needs of its clients. Over time as its client base has grown, Tanner Financial has continually added staff and resources to maintain a personalized level of service. Tanner Financial is a 3 time winner of the E.J.Barilla award, as well as a one time winner of the Chuck Cino, and North York Chamber of Commerce Volunteer Of The Year Award. Tanner Financial has consistently been amongst the top performers in Canada for small business group benefits. Through our alliance with the Chambers of Commerce Group Plan, we can provide a wide array of insured solutions. In addition, being part of the Investment Planning Counsel allows us to develop and implement a solid financial plan with solid investment choices at our disposal. Recently we have added mortgages through Mortgage Intelligence to complete the array and truly make us your one stop for your future’s financial and protection needs. Additional services such as tax preparation and complete financial plans round out our suite of solutions.

Read more
icon

Country

icon

City (Headquarters)

Richmond Hill

icon

Employees

11-50

icon

Founded

1999

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Customer Service Representative

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Regional Marketing Director - Ontario

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Tanner Financial Services

Free credits every month!

My account

Sign up now to uncover all the contact details