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Warren Wood
Hudson Ma
Brad Carscadden
Nancy Wong
Anna McIntosh
Kelly Hauser

Tel: (403)-296-1252

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

340 - 7th Avenue SW
Calgary , AB
T2P 0X4

3517 Charleswood Drive NW
Calgary, AB
T2L 2C1

R. Jordan Tanner. B Mgmt, RHU
Estate and Insurance Advisor

Tel: 403-261-9570
Email: Email Address
Connect with me on LinkedIn
 

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 familities and retirees.

Working collaboratively with our team 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.