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Lorna Partsch

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