Start Planning for Tomorrow, Today
Our Story and Mission
At Tanner Financial Services, we were founded in 1999 with a mission to provide peace of mind to our clients through every stage of their lives. We achieve this by providing a complete financial roadmap, using a variety of planning, insurance, and financial products to reduce risk and achieve financial goals. Our team of dedicated advisors is committed to providing comprehensive financial advice to help our clients achieve their dreams.
Our Services
We are your one-stop destination for all your future financial and protection needs. We offer a wide range of services, including group insurance and employee benefits, individual insurance solutions, and financial planning and investments. Our team of experts will work with you to help you achieve your financial goals and provide you with the guidance and support you need to navigate the complexities of financial planning.
Group Benefits and Employee Benefits
Our Chambers Plan group benefits and employee benefits are designed to provide stability and security for small businesses and their employees. Our not-for-profit benefit plan renewal system and rate stability at renewal time ensure that our clients can plan for the future with confidence. Our plan includes features such as mental health support, Teladoc HEALTH, mental health navigator, and myStrength, providing expert guidance and support when you need it most.
Individual Insurance Solutions
We also offer individual insurance solutions, including life insurance, disability insurance, critical illness insurance, and travel insurance. Our team of experts will work with you to create a personalized plan that meets your unique needs and helps you achieve your financial goals.
Financial Planning and Investments
Our financial planning and investments team will work with you to create a customized plan that meets your unique financial goals and risk tolerance. We offer a range of investment products and services, including segregated funds, RRSP and pension information, and financial calculators.
Testimonials
We are proud to have worked with numerous clients who have achieved their financial goals and achieved peace of mind. Here are a few testimonials from satisfied clients:
Customer Feedback
"I highly recommend the team at Tanner Financial. The Chamber plan is the most stable and comprehensive coverage for many businesses in our community." - T. Letts, Brampton Board of Trade
"Very pleased with the plan. The rates are excellent and customer service has always been exemplary." - Wolstencroft Kitchens Ltd.
"Very cost-efficient plan and all our claims processed in a timely manner." - R. Patel
"I like supporting the people who support you guys as it provides many of us with hours of entertainment!" - Andy Tallman
Conclusion
At Tanner Financial Services, we are committed to providing our clients with the guidance and support they need to achieve their financial goals and achieve peace of mind. Whether you are a small business or an individual, we have the expertise and resources to help you plan for the future and achieve your financial goals. Contact us today to learn more about how we can help you.
Exceptional Customer Service and Benefits
Tanner Financial has received an overwhelming number of 5-star reviews from satisfied customers. The company's commitment to providing excellent customer service and benefits has earned it a reputation as a trusted and reliable partner for businesses.
Knowledgeable and Supportive Team
Many reviewers have praised the company's team of advisors and representatives for their extensive knowledge and support. They have made navigating the benefits process easy and hassle-free, providing honest and expert guidance every step of the way.
User-Friendly System and Communication
Tanner Financial's user-friendly system has been commended for its ease of use, allowing employees to manage their benefits independently. The company's communication style has also been praised for being prompt, responsive, and professional.
Personalized Attention and Guidance
Several reviewers have mentioned receiving personalized attention and guidance from specific team members, such as Paul, Chris, and Manuel. These advisors have taken the time to explain complex details and provide ongoing support, making customers feel valued and understood.
Businesses Small and Large
Tanner Financial's services have been utilized by businesses of all sizes, from small startups to larger corporations. The company's adaptable approach has allowed it to cater to the unique needs of each client, providing tailored solutions and benefits packages.
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