Skip Navigation

Contact Us

Jason Armstrong
John Oldring
Karen Murdoch
Jordan Tanner

Tel: 403-262-0813

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

Jordan Tanner

Estate & Insurance Advisor

Tel: (403) 261-9570

Fax

E-mail: jordan.tanner@nbpcd.com

Born and raised in an entrepreneurial family in High River, Alberta, Jordan has a deep appreciation for the value of hard work, ingenuity and taking care of clients.  These values are the cornerstone of the relationships Jordan has developed with clients over the course of his 15-year financial services career. Jordan has a sound understanding of the issues, complexities and opportunities that wealth presents.
 
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 Oldring Armstrong Wealth Management, as well as other professional advisors, Jordan helps to design and implement customized insurance-based solutions for:
 
  • Tax reduction
  • Effective business succession
  • Family wealth equalization
  • 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 (CHS) designation. Jordan lives in Okotoks with his wife and two daughters.