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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.

Mission Statement

At Tanner Financial Services our mission is to provide peace of mind through every stage of our client's journey.

Why Tanner Financial Services?

  • We are Group Benefits experts with over 25 year experience.
  • Our experienced Advisors provide comprehensive insurance advice.
  • A dedicated, in house customer service team to help you along the way.
  • Exclusive, stable benefit plan offerings along with traditional benefit plans.
  • Group benefit plans starting from one person and up.

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 18 years the event has raised over $250,000 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 [email protected].

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