OPTIMIZE YOUR FINANCES FOR A DYNAMIC FUTURE.
We’ll review your current financial state and discuss what’s important to you both now and in the future. We can help you plan for whatever your financial needs are – anything from estate planning, retirement planning to minimizing your tax burden.
At Dynamic Planning Partners, we have been providing professional financial advice since 2000 to clients just like you.
At Dynamic Planning Partners, we can offer you various investment options managed by world-class portfolio managers. We pride ourselves on only offering investment strategies with a proven track record.
We’ll create a financial roadmap that works for you now and down the road as well. We can show you how to spend and save wisely and how to plan for tomorrow so you can achieve your goals.
All this stuff about money is not actually about money. It’s about living with confidence, doing what you love, giving to causes you care about, having better marital harmony, spending time with grandchildren and leaving an impact in the world — whatever matters most to you. We help you get more, so you can give more, and ultimately, just do what you love.
Dynamic Planning Partners
Can Help With
How Much Insurance Do I Need?
- Life; long term care
- Disability; critical illness
- Corporate buy-sell; key-man
How Much Do I Need To Save?
- to buy a house
- to fund my child’s education
- to retire the way I want
What Do I Invest In?
Follow the evidence, don’t follow your heart. Our Portfolio Managers can take care of it.
Maintain harmony while giving more to family & charity and less to CRA.
Write your own pay-cheques and play-cheques with sound withdrawal strategies and lifetime income.
Make an impact, leave a legacy, while still taking care of yourself and loved ones.
About 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. He is devoted to his clients and assisting others in achieving their financial goals. His enthusiasm is evident as a regular presenter and public speaker on various financial topics for many companies and institutions around the lower mainland, along with his appearances in publications such as The Globe and Mail. His personal passions extend to his three children, golf and hockey, as well as volunteering as a coach and executive with his local minor hockey association. You can contact Simon at firstname.lastname@example.org
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