4954 Richard Rd. SW
|R. Jordan Tanner B.Mgt (Fin), RHU
Estate Planning & Insurance Specialist
BMO Nesbitt Burns Financial Services Inc.
E-mail:R. Jordan Tanner
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, business succession, estate liquidity, estate preservation and guaranteed retirement income - 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 has a beautiful daughter named Seren and a wonderful wife Heather who is a grade 5 teacher. When he has spare time he enjoys fly fishing, golfing, hiking and backcountry camping.
Financial Service Manager
E-mail: Karen Groves
Karen joined the BMO team in August 2010 and brought with her 7 years of banking experience in the areas of investing, loans, mortgages, and many other credit products. She lives in Olds and along with her husband and three daughters they have made this community their home.
Knowing what it’s like to have a busy household has helped Karen see the importance of making banking as easy and convenient as possible. Call her today to learn more about how she can assist you with your banking needs.
1Jeff Vanasse, Karen Groves, and Kristen Barros are employees of Bank of Montreal, an affiliate of BMO Nesbitt Burns Inc. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.