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Vance Elder
Jodi McLaughlin
Karen Noiles

Address
525 8th Avenue SW
Suite 3200
Calgary, AB
T2P 1G1
Map

Jordan Tanner

Estate and Insurance Advisor

Tel: (403) 261-9570

E-mail: jordan.tanner@nbpcd.com

“I love hearing how clients have built their wealth and businesses – they are the true core of our Canadian economy – and I am privileged to assist them in protecting their legacy.” RJT
 
 
 
 
Born and raised in an entrepreneurial family in High River, Alberta, Jordan has a deep appreciation for the value of hard work, ingenuity and taking care of clients.  These values are the cornerstone of the relationships Jordan has developed with clients over the course of his 15-year financial services career. Jordan has a sound understanding of the issues, complexities and opportunities that wealth presents.
 
Jordan specializes in providing corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Typical clients include successful business owners, high income professionals/executives and affluent families and retirees.

Working collaboratively with your investment advisor, as well as other professional advisors, Jordan helps to design and implement customized insurance-based solutions for:
 
  • Tax reduction
  • Effective business succession
  • Family wealth equalization
  • Estate preservation
  • Charitable giving
  • Developing pension-like retirement income
 
Jordan is a member of the Estate Planning Council of Calgary and Advocis (the Canadian Association of Financial Advisors). He holds a degree majoring in finance from the University of Lethbridge and a Certified Health Specialist (CHS) designation. Jordan lives in Okotoks with his wife and two daughters.
 

 
“We worked with Jordan to develop an insurance strategy that would compliment our estate and retirement plan. My wife and I are both chartered accountants and therefore understand a lot of the concepts discussed, however Jordan was able to make the plan even more understandable such that anyone would be able to follow and have peace of mind at the end of the process. Jordan is a great person and easy to get along with which combined with his expertise makes him a rare individual indeed. I have recommended him to my own clients and trust him to do great work for others as well.”
 
Michael Baker, CA – Partner, Burns Valkenburg & Associates