“Comprehensive financial advice through every phase of life’s journey”
Tanner Financial Services is with you every phase of your life with comprehensive and prudent financial solutions that are customized to your needs and financial means. We offer strategies and roadmaps that will help you to achieve your dreams for the future of your loved ones and you. Please see below for a list of our broad range of services and products to meet the diverse needs of our clients.
Services
- Financial Planning
- Tax Planning
- Asset and Liability Management
- Cash Flow Analysis
- Retirement Planning
- Estate Planning
- Portfolio Analysis
- Insurance Analysis
- Financial Calculators
- High Net worth Program
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Products
- Segregated Funds
- Annuities
- GIAs
- Saving and Chequing Accounts
- RRSP and Investment Loans
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Individual Plans
- Tax Free Savings Accounts
- RRSPs, RRIFs, RESPs
- LIFs and LIRAs
- Individual Pension Plan (IPP)
Group or Corporate Plans
- Pension, Group RRSP and Deferred Profit Sharing Plan (DPSP)
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Why Should You Invest With Us?
- Integrated approach to address your entire financial needs
- Dedicated Financial Advisors to provide financial advice
- Professionally designed Investment solutions by providing strategic and tactical strategies to optimize returns based on market condition
- Independently selected investment specialists
- Independent monitoring of investment specialists
- Customized portfolios based on individual risk tolerance
- Detailed investment reporting
- Professional support in managing, maintaining and administrating the plans
- We are here to help you!
To receive information or to speak to a member of our team, please contact us.
For more information about Mutual Funds:
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