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. How the Chambers Plan Provides Stable Group Benefits Listen to the Humble & Fred Radio Show and Doug Hynek discussing how the Chambers Plan offers stable group benefit solutions to small and medium businesses.
We do this by using a variety of planning, insurance and financial products to reduce risk while achieving financial goals. How the Chambers Plan Provides Stable Group Benefits Listen to the Humble & Fred Radio Show and Doug Hynek discussing how the Chambers Plan offers stable group benefit solutions to small and medium businesses.
Services
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. Tanner Financial Services is a 3 time winner of the E.J.Barilla award, as well as a one time winner of the Chuck Cino and the North York Chamber of Commerce Volunteer of the Year Awards.
As an independent life insurance broker with Tanner Financial Services, Brett is also the exclusive agent for the Chambers of Commerce Group Insurance Plan in North York servicing the Toronto Regional Board of Trade. Brett is the Regional Marketing Director for the Chambers Plan in Ontario. Brett began his insurance career in 1997 and is licensed as a life insurance broker and as well as being a Certified Financial Planner.
At Tanner Financial Services we are affiliated with Mortgage Intelligence, allowing us to also deal with most lenders to provide the most appropriate mortgage solution for each client. Through our alliances with all the main insurers and the Chambers of Commerce Group Plan, we can provide a wide array of group benefits and investment solutions.
The Chambers Plan is a not-for-profit benefits plan that provides stable rates for Canadian small businesses. Can include paramedical services, vision, hospital, medical supplies & equipment, emergency out of country and other health benefits. Prescription drug coverage can include different annual maximums, coinsurance levels and all plans include a drug card.
The Chambers of Commerce Group Insurance Plan started in 1970 in response to demand from the members of Chambers of Commerce and Boards of Trade across Canada. Traditional insurers would not insure small businesses and the Chambers Plan was created specifically for small businesses in Canada. It was created to provide a stable and flexible employee benefits solution for small to medium sized Canadian businesses.
Reviews (6)
Jamie Purvis
Apr 24, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
I have worked with Manuel at Tanner Financial for years with our company's extended benefits plan. He has always been awesome to deal with and always provides valuable and updated information. I know and feel he always has our best interests at heart.
I have worked with Manuel at Tanner Financial for years with our company's extended benefits plan. He has always been awesome to deal with and always provides valuable and updated information. I know and feel he always has our best interests at heart.
Shannon Veals
Mar 30, 2021
Report
Daniel Gray
Mar 17, 2021
Report
Tami Kenwell
Mar 15, 2021
Report
Carolyn Nikkanen
Mar 14, 2021
Report
Robert Bray
Mar 10, 2021
Report
