Tanner Financial Services

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
Industry
Financial Services
Employees
9
Founded
1999
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Tanya Lea Barber Hospitality and Tourism, Insurance
Email
Manuel Ferreira Insurance Agent at Tanner Financial
Email
Cynthia Sani-Bakhtiari Client Service Manager
Email
Sharon Wang, P.eng. Wealth Advisor at Tanner Financial
Email

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0
Sales 1 1 0
General 1 1 0

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