Menu

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.

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!

Business Succession Planning 101

Business Succession Planning 101  

Are You Ready to Pass the Torch?

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owners are not succeeding when it comes to succession planning. A new poll from IPC Private Wealth found 42 percent of small business owners are uncertain about their retirement and almost half – 48 percent don’t seek financial advice. Continue Reading

I highly recommend the team at Tanner Financial, the Chamber plan is the most stable and comprehensive coverage for many business in out community.

~ T. Letts -  Brampton Board of Trade

I’m thrilled with your premiums and your service . Thank you

~ J. Tarnow Co. 1993 – Susan

Great service!

~ Brian G. - Camp  Connection

Everything convenient, easy to use.

~ Anne Marie

Very please with plan.

~ T. Ramsay - SanPaul Investments

It’s a pleasure dealing with Manuel, always available, pleasant and Informative.

~ M. Epstein – Tov-Li Pizza & Falafel

Service is good as to be expected.

~ J. Tam

Our experience with the Chambers Plan has been positive from the beginning. The rates are excellent and customer service has always been exemplary . We appreciate the benefits of being a pooled plan as we are a small company with 3 employees. I would fully recommend this plan to other small businesses.

~ Wolstencroft Kitchens Ltd.

Very good service!

~ Gray, Whitley LLP

Service is very efficient and always responsive to all enquiries.

~ Robert Chelin DPM

In general we have been happy with the plan and service we received from Tanner Financial Service.

~ Assembly Automotive Alternatives

The Plan fits our needs well and Tanner Financial is so attentive.

~ D. Gray  - US Tax services

This Plan provides me with peace of mind and the ability to maintain wellness proactively. Thank you.

~ Free & Laughing Inc.

Very Very cost efficient plan and all our claims processed in a timely manner.

~ R. Patel

Hey Humble,

As promised, here's our experience with the Chamber Plan. We are a small family business that has 7 employees. We sell and fix outdoor power equipment for homeowners & farmers. (STIHL is our most popular brand that is widely recognized for their chainsaws...and we sell power washers if CaperBoss is looking for one) As I've increased my involvement in the business over the past 10 years, I saw a need to 1. ensure that our mechanics were taken care of to better perform at work 2. feel like they have been better taken care of which in turn boosts moral.  I had heard of the Chamber plan in the past as we have been Chamber of Commerce members for longer than I've been alive, but I hadn't given it much thought. After hearing some of Brett's segments on the show, we took a serious look at it and contacted our local Chamber Plan rep and he got us all setup. I actually just used it for the first time last week at the eye doctor and it's the first time I haven't had to pay complete out of pocket, so that was nice.

I like supporting the people who support you guys as it provides many of us with hours of entertainment!

Thanks,

andytallman

Chambers Plan runs like a seamless dream, happy to deal with Manuel.

Paul gives us great service. Whenever I need him he’s right there. Thanks

Our office has dealt with Tanner Financial for 10 plus years. Great Staff and Service

Paul, Monique, Cynthia, thank you for the great continuous support.

Tanner Financial is a rare find in todays day and age. Its firm that sincerely puts the word service back into customer Service. Thank you Paul