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VerifiedFinancial Services· Founded 1999

Tanner Financial Services

At Tanner Financial Services our mission statement 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 maintaining financial goals. Founded in Tanner Financial has continually evolved to meet the needs of its clients. Over time as its client base has grown, Tanner Financial has continually added staff and resources to maintain a personalized level of service. Tanner Financial is a 3 time winner of the E.J.Barilla award, as well as a one time winner of the Chuck Cino, and North York Chamber of Commerce Volunteer Of The Year Award. Tanner Financial has consistently been amongst the top performers in Canada for small business group benefits. Through our alliance with the Chambers of Commerce Group Plan, we can provide a wide array of insured solutions. In addition, being part of the Investment Planning Counsel allows us to develop and implement a solid financial plan with solid investment choices at our disposal. Recently we have added mortgages through Mortgage Intelligence to complete the array and truly make us your one stop for your future’s financial and protection needs. Additional services such as tax preparation and complete financial plans round out our suite of solutions.

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HeadquartersRichmond Hill, CanadaEmployees9(11 to 50)Annual revenue<$1MFounded year1999Websitetannerfinancial.caLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

5

organic / mo

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Top roles at Tanner Financial Services

5 distinct titles indexed · top 5 shown.

  • 2customer service representative
  • 1accounting financial assistant & administrative
  • 1insurance agent
  • 1registered representative
  • 1wealth advisor

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