Helping successful families with complex challenges to successfully empower family members to develop their unique 100-year visions for family wealth and social IMPACT.
Doing so with a firm built for entrepreneurs, farmers, ranchers and those with legacy wealth by a team of the best entrepreneurs in Canada in the wealth management industry. We find best-in-class advisors to complement and collaborate with your existing team.
We take care of many of Canada's wealthiest most complex families and honor the complexity of their lives by making everything simple to learn and then empowering them to make great decisions around their living legacy and estate legacy goals that are unique to their family, their business and their social impact and philanthropic desires.
Welcome to Tanner Hathaway! We would be honored to have a visit about how we can help you with your very unique needs. Completely private. Respecting your time. Honoring your family. Preserving your family wealth for many generations to come!
Our Bespoke Services include:
Sincerely,
R. Jordan Tanner
Founder & Chief Wealth Strategist