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Dave Foraie
Lorna Partsch

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

Jordan Tanner

Jordan Tanner

Estate and Insurance Advisor

BMO Nesbitt Burns

  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 equalizaiton
  • 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 (CHA) designation. Jordan lives in Okotoks with his wife and two daughters.