Tanner Financial Services
Financial Services
Richmond Hill, Ontario, Ca
9 employees
- Employees
- 9
- Contacts
- 4
- Emails
- 4
Tanner Financial Services Overview
- Headquarters
- Richmond Hill, Ontario, Ca
- Website
- tannerfinancial.ca
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1999
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Tanner Financial Services
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.
Tanner Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Tanner Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tanya Lea Barber | Hospitality and Tourism, Insurance | Canada |
Email
|
| Manuel Ferreira | Insurance Agent at Tanner Financial | Markham, Ontario, Canada |
Email
|
| Cynthia Sani-Bakhtiari | Client Service Manager | Pefferlaw, Ontario, Canada |
Email
|
| Sharon Wang, P.eng. | Wealth Advisor at Tanner Financial | Markham, Ontario, Canada |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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