Tannis Rowe, B.A., CFP®, CLU®
Independent financial planning, by design.
Tannis Rowe provides integrated financial advice for families, professionals, and business owners. Her work brings investment planning, retirement income, tax, estate, and insurance considerations into one clear, coordinated strategy.
A clear, integrated approach
Tannis works across portfolio management, retirement income planning, estate and tax coordination, insurance review, and business-owner planning. The focus is practical: understand the full picture, identify the decisions that matter, and establish a plan that can be followed with confidence.
Experience and credentials
Tannis began her financial services career in 2002. She holds a Bachelor of Arts from Simon Fraser University, completed advanced studies in Financial Management at BCIT, and holds the CFP® and CLU® designations. These credentials support a comprehensive approach to investing, financial planning, insurance, and estate matters.
Independent advice, grounded in context
As an independent advisor, Tannis is not guided by corporate sales targets or institutional mandates. Her approach is built around context: what you own, why you own it, what is changing, and how each decision connects to the life and responsibilities you are planning for.
Tannis is the founder of Rowe Wealth Management, built around a framework she developed through years of working directly with clients: conversation after conversation, the same patterns kept surfacing in how investors respond to markets, and it became clear that investor behaviour, not market behaviour, most often decides the outcome. The Four Pillars — Knowledge, Context, Clarity, and Alignment — are her answer: a practice with context at its heart, helping people understand their money and their own natural reactions, so they can decide, act, and steer with confidence..
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