Skip Navigation

Contact Us

Charles Funk
Shelley Qually
Jordan Tanner, B.Mgt, RHU

Tel: 403-331-2031

606 - 4th Avenue South
Lethbridge, AB
T1J 0N7

Jordan Tanner, B.Mgt, RHU

Estate & Insurance Advisor

Tel: (403) 260-9113

Fax (403) 592-8983


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 myself 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.

Jordan is an active member of the Estate Planning Council of Calgary and Advocis (the Canadian Association of Financial Advisors). He is married to Heather and they have two very energetic daughters.  Together they enjoy skiing, golfing, hiking and time at their cabin.