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Financial Planning & Investments

Financial Planning & Investments

At Tanner Financial Services, we can provide you with a fully personalized financial plan. Map out your future and make sure you have enough protection in place for your income and your assets. The purpose of a financial plan is to create an action plan which you can achieve comfortably to get from where you are today to where you would like to be in the future. We can provide this at a variety of detail levels based on your own preferences. Every financial plan is personalized based on a client’s individual situation, as we understand that everyone is at a different stage in life and has their own unique circumstances.

Financial Planning & InvestmentsComprehensive financial planning has six components; Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, and Estate Planning. Once we assess where you are today, our financial advisors will create an action plan road map for you to follow to help you get to where you want to be. We’ll do so while meeting your criteria of timely goals and at a rate that you can manage based on your financial situation. We understand that your circumstances may change, which is why our financial advisors will monitor your progress and adjust your financial plan as your situation changes, especially as you get closer to the timing of each of your goals.

To talk to an advisor today CLICK HERE.

“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.

Supporting SavingServices

  • 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

Products

  • Segregated FundsHappy Graduate
  • Annuities
  • GIAs
  • Saving and Chequing Accounts
  • RRSP and Investment Loans

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)Money Tree

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:

Mutual Funds offered through IPC Investment Corporation. To find out more about these separate services click here.

Securities offered through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. To find out more about these separate services click here.