Simon Tanner

Principal Financial Advisor

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Welcome to Dynamic Planning Partners

Simon Tanner is the Principal Advisor at Dynamic Planning Partners. After spending 6 years with a large insurance company, Simon wanted to bring boutique financial advice to his clients so he started Dynamic Planning Partners in 2007. His focus is on the client, identifying and understanding their needs and assisting in establishing and implementing strategies to help achieve their goals. This client focused approach allows him to establish long term relationships with his clients as their trusted advisor. Simon is a CFP candidate and is passionate about his field. Simon  is passionate about his field, his clients and assisting others in achieving their financial goals. His passion is evident as a regular presenter and public speaker on varying financial topics for many companies and institutions around the lower mainland along with his appearances in publications such as the Globe and Mail on an array of financial topics. His personal passions extend to his 3 children, golf and hockey as well as volunteering as a coach and executive with his local minor hockey association. Simon can be reached at simon.tanner@dynamicplanning.ca