Tanner Financial Services

Tanner Financial Services

Financial Services

Richmond Hill, Ontario 144 followers

About us

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.

Website
http://www.tannerfinancial.ca
Industry
Financial Services
Company size
11-50 employees
Headquarters
Richmond Hill, Ontario
Type
Self-Owned
Founded
1999
Specialties
Financial Planning, Investments, Mortgages, Individual Insurance, and Group Insurance & Employee Benefits

Locations

  • Primary

    120 West Beaver Creek Road, Unit 20/21

    Richmond Hill, Ontario L4B 1L2, CA

    Get directions

Employees at Tanner Financial Services

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