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About Tanner Financial Services

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.

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!

Awards

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

Tanner Financial Services has received the Wealth Finance 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.

Community Support

Our President, Brett Tanner, has been an active member of the King City community, coaching soccer and hockey in York Region for nearly 20 years.

We are proud members of the Chamber of Commerce and Board of Trade communities. We have been active TBOT and North York Chamber of Commerce members for the past 15 years.  Our President, Brett Tanner, has served as a Board member of the North York Chamber of Commerce, as well as served on a variety of committees with the North York and Ontario Chambers of Commerce and is a past recipient of the Volunteer of the Year Award in North York.

At Tanner Financial Services we support numerous charities. Our principal focus remains helping the autistic community, both parents and children. We are very proud to organize an annual charity tournament called the Tanner Financial Services Charity Golf Classic. All proceeds go towards the Geneva Centre for Autism benefiting autistic children. Over the first 11 years the event has raised over $100,000 towards helping these children and their families.

We fund the Gerry Tanner Memorial Scholarship Program at Brebeuf College School to assist students showing potential and hard work with help for University costs who have financial hardships. We also provide funding towards Project Winter Survival through Engage & Change, Jody Steinhauers charitable program helping keep the homeless warm each winter.

For more information about our charity tournament, or to learn how to register for next year’s tournament please email info@tannerfinancial.ca.

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