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.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 120 West Beaver Creek Road, Unit 20/21, Richmond Hill,ontario L4b 1l2,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- tannerfinancial.ca
- Keywords
- Financial Planning, Investments, Mortgages, Individual Insurance, Group Insurance & Employee Benefits.
- HQ
- Richmond Hill, Ontario
Tanner Financial Services Questions
Tanner Financial Services's website is tannerfinancial.ca
Tanner Financial Services's LinkedIn profile is https://ca.linkedin.com/company/tanner-financial
Tanner Financial Services has
9 employees.
View email and phone details for 9
employees at Tanner Financial Services.
Tanner Financial Services's industry is
Financial Services
Tanner Financial Services's top competitors are
Hpa Financial Services,
Prime Benefits Group,
Raven Financial Services Inc.,
Insuranceone.ca,
Securemate Financial Services,
Chambers Of Commerce Group Insurance Plan Ontario,
Brumar Engineering Services,
Bgm Financial Services Ltd,
Kbi Benefits,
Nissan Tanner Financial Services.
Tanner Financial Services's categories are Financial Services
Tanner Financial Services's founding year is 1999
