Tanis Norrie, CFP
Financial Planning Advisor
Financial planning is more than just numbers. To Tanis, it’s the people and dreams behind the figures that matter the most. As a Financial Planning Advisor, she can help you gain peace of mind and achieve your dreams for the future, whether it’s a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.
Tanis entered the financial services industry in 1994 after graduating from Business Accountancy with honors. While progressing through various positions that focused on cash management, investments and lending within the banking industry, she obtained the Certified Financial Planning designation in 2002. She works in conjunction with the advisors and clients to develop financial plans and assist clients with reaching their goals.
Supported by a team of professionals including lawyers, tax accountants and financial analysts, she can help you make the right decisions about your wealth, and help you build the future you desire.
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