Categories for Tanner Financial

Have a ​L​augh! ​How Humour Helps Build a Positive and Productive Workplace

Episode 12 – Have a ​L​augh! ​How Humour Helps Build a Positive and Productive Workplace Fostering humour in the workplace can build trust, creativity and productivity and even lower employee turnover rate. Workplace consultant and author of the The Humor Advantage, Michael Kerr explains how having a laugh can impact all aspects of a business.   View More Arete HR Inc. Podcasts

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Personal Health Insurance Guide in Ontario, Canada

Why Personal Health Insurance Is Important:

A personal health insurance plan is an extremely valuable insurance product. Personal health insurance can cover many of the health and prescription drug related expenses not covered by Provincial health care. Purchasing personal health insurance before you have any medications or even minor health issues can ensure that your bills are paid should anything happen and forms an integral part of your financial security. If you wait, you may no longer be insurable, have exclusions or only have access to basic plans.

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Tanner Financial 12th Annual Charity Golf Classic Schedule

12th Annual Tanner Financial Charity Golf Classic Our 12th Annual Charity Golf Classic Is Only 3 DAYS AWAY! Join us on: Thursday, June 6, 2019 at The Richmond Hill Golf Club 8755 Bathurst St, Richmond Hill, ON L4C 0H4 Tournament Schedule:  11:00 am: Registration 12:00 pm: Tips from a Pro at the Driving Range 12:00 pm: Lunch 1:00 pm: Shotgun start 5:00 pm: Cocktails 6:00 pm: Dinner *Please note that scheduled times are subject to […]

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Retirement planning: Considerations

Nearly half (48%) of the retired Canadians surveyed agreed with the statement: “I’m worried about my money lasting my lifetime”1. That’s an unsettling statistic as Canadians are living longer. The impact is that many of us are at a greater risk of outliving our savings. The silver lining is that you can still create a strong financial plan which can help you enjoy a more comfortable retirement. The best approach is allowing more time to […]

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RRSP season is here – don’t miss out!

The Registered Retirement Savings Plan (“RRSP”) is an invaluable long-term financial planning tool – you save for retirement and your contributions are tax deductible. To top it off, your money grows tax-free until you withdraw it, presumably when you are no longer working and in a lower tax bracket. Invest any tax refund you receive back into your RRSP, and you will benefit even more over the long term. The RRSP contribution deadline is Friday, March 1, and […]

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Our 12th Annual Charity Golf Classic is coming up….

Join us on June 6, 2019 at The Richmond Hill Golf Club for a round, a bite and plenty of prizes! Click the “Sign Up Now!” button to reserve your space! What are the options for attending? You may sign up as a single player, a foursome, OR if you do not play we still wish to invite you to the event for our buffet-style dinner! Please select the corresponding option and let us know the […]

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Happy Holidays From The Tanner Financial Team

In Celebration of the Holiday Season, Tanner Financial, Tanner Financial Group and Tanner Financial Services will be making a donations to both the Geneva Centre for Autism Foundation and Engage and Change's "Project Winter Survival". We will also be supporting Nabors, an organization helping to provide semi-independent living for those in need through their gift card program.

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Time For Canadians To Re-Evaluate Their View Of Business

This past week I ran into a couple of articles that really define the issues on the Canadian political landscape and their impact on small and mid sized enterprise in this country. The article linked here from the Fraser Institute provides some data on comparing government and private sector compensation. Link – For as long as I have been working the most common understanding at the grassroots level for most Canadians was work for […]

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When aging parents need financial help

When you think of parents becoming seniors and getting older, typical concerns around health issues come to mind. But financial issues can also arise. This article explores some of the ways adult children can help. As they age, your parents may suffer a loss in cognitive abilities or may simply lack awareness of financial planning issues relevant to later years. Your involvement will not only help your parents, it will most likely make life easier for you.

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