About Us

Company Bio

Founded in 1999 Tanner Financial Services has continually evolved to meet the needs of its clients. Over time as its client base has grown, Tanner Financial Services has continually added staff and resources to maintain a personalized level of service.

Tanner Financial Services is a 3 time winner of the E.J.Barilla award, as well as a one time winner of the Chuck Cino and the North York Chamber of Commerce Volunteer of the Year Awards. Tanner Financial Services has consistently been amongst the top performers in Canada for small business group benefits.

Through our alliances with all main insurers and our exclusive advisor status with the Chambers of Commerce Group Insurance Plan, we can provide a wide array of insured solutions. In addition, we can also develop and implement a sound financial plan with solid investment options. We have also added mortgage solutions through Mortgage Intelligence (Broker Lic. #10428) to complete the array of solutions that we offer, and truly making us your one stop destination for all your financial and risk protection needs.

Tanner Financial Services has received theTanner Financial Services has received the Wealth Finance Award
2014 Wealth & Money Management Award!

This award celebrates businesses and individuals that go above and beyond to help their clients protect and make the most of their hard-earned money. It is awarded to businesses that provide unrivaled outcomes for their clients on a daily basis, innovating constantly to make light work of the money management maze and truly changing the way you think about your finances.

We are truly honored to receive this award, as we always strive to provide the best level of service and results for our clients.

Mission Statement

At Tanner Financial Services our mission 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 achieving financial goals.

Why Tanner Financial Services?

  • We are your One Stop Destination for all of your future financial and protection needs.
  • We have dedicated Advisors to provide comprehensive financial advice.
  • We work with you to help you achieve your dreams.
  • We provide comprehensive financial advice through every phase of your life’s journey.
  • We are here to help you plan for tomorrow, Today!