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Warren Wood
Hudson Ma
Kelly Hauser
Brad Carscadden
Agnes Bigornia
Cathy Butler

Tel: (403)-296-1252

525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

Other Locations

340 - 7th Avenue SW
Calgary , AB
T2P 0X4

3517 Charleswood Drive NW
Calgary, AB
T2L 2C1

R. Jordan Tanner. B Mgmt, RHU

Estate & Insurance Advisor, BMO Nesbitt Burns Financial Services Inc.

Tel: (403) 260-9113



Jordan specializes in providing our corporate and personal clients with wealth optimization solutions and tax-efficient estate structuring. Clients that generally get the most out of working with Jordan include successful business owners, high income professionals/executives and other high net worth families and retirees.

Working collaboratively with our team as well as accountants, lawyers, underwriters, actuaries and other specialized consultants; Jordan helps to deliver customized structures focused in the areas of corporate tax reduction, estate liquidity & preservation, guaranteed retirement income, business succession & family equalization - that meet our clients’ unique and diverse goals.