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 b...
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.
Founded Year
1999
Organization Website
tannerfinancial.ca
Organization Languages
English
Current Technologies
office 365
apache
linkedin display ads formerly bizo
google analytics
youtube
wordpress org
google font api
mobile friendly
Job Functions
Finance
Administrative
Support
Consulting
Marketing
investments
group insurance employee benefits
group insurance amp employee benefits
mortgages
individual insurance
financial planning
finance
Chloe Connor's Work History and Education
(self-employed artist)
Financial, Marketing & Administrative Support Manager