Simon Tanner, Financial Advisor

Providing Unique Solutions to
meet your Unique Needs

Professional Solutions

Helping Professionals Access
Retained Earnings.

Family Solutions

Committed to family's financial needs.

Business Solutions

We understand your needs because we're Business Owners too.

Business Owners

Tax Efficient Solutions on how to get access to your money in your corporation.

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The Dynamic Experience

Simon Tanner

Principal Financial Advisor

Simon is an expert in his field who genuinely cares about your personal and financial goals. He delivers the best possible results at a resonable cost. My wife and I have been very impressed with the service provided by Simon and would recommend him to others. We look forward to many years of working with Simon!

Gareth Milligan
Gareth MilliganPhysiotherapist

Simon provides superlative financial product knowledge and services, allows us to run our company and provide superb staff retention products and mechanisms with a minimum of fuss or internal expertise required.

We are 5 years into our professional relationship with Simon and incredibly happy with the services and products provided and the care and attention to detail that Simon takes managing our small account.

For any business out there looking for partners in the space I can highly recommend.

Jason Davies
Jason DaviesPresident and Co-Owner, ITS

Simon is an excellent Financial Advisor that can be trusted to provide clear, knowledgeable packages and products that fit your needs. I have found him to be timely, focussed, creative and he delivers with a high degree of values. I would not hesitate to recommend him. Simon handles virtually all of my financial products.

Kevin Bergstresser
Kevin BergstresserOwner- Mira Floors and Interiors

Simon is great to work with. He patiently answers all our questions, guides us to ensure we have a well thought out and well rounded plan, and really works with us to set our financial goals. Since working with Simon, we have achieved every single professional and personal financial goal that was established.

Robin Mak
Robin MakPrincipal Dentist at Kits Family Dental