Introducing Tannis B.A., CFP, CLU:

Your Strategic Partner

Tannis goes beyond the conventional financial advisor role – she’s your strategic partner in navigating the intricacies of investing. Her mission is straightforward: to equip you with an understanding of your investments, turn your financial aspirations into concrete realities, and steer you toward your financial goals. At MacLean Rowe Financial, we prioritize a personalized approach, ensuring you receive the tailored attention necessary to break through barriers and achieve your goals with actual results.

Simplifying Complexity: A Specialist in Finance and Investment

Tannis possesses a unique skill set that shines when confronted with life’s complexities. Her experience and education allow her to excel in most planning areas, specifically investment portfolio management and income planning, estate planning, property leverage, and planning for aging family members. Tannis is your trusted guide, and her practice empowers those who seek to comprehend investments and financial landscapes.

A Journey Through Financial Expertise

Tannis began her financial services career in 2002 after returning from South Australia. Her educational journey includes a Bachelor of Arts degree from Simon Fraser University, advanced studies in Financial Management at BCIT, and designations such as Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). This combination of education and qualifications ensures that she provides the highest standard of investment and estate planning advice.

Advocating for Professionalism and Ethics

Tannis has been an active member of Advocis since 2008, a voluntary financial planning organization committed to upholding professionalism, ethics, and consumer protection. Her dedication to these principles is evident in every aspect of her work.

Beyond Finance

Tannis’ interests are varied and extend beyond business. She finds grounding in yoga and expression through writing, creates culinary delights in her kitchen, and embarks on adventures worldwide. She is deeply involved in her community as an engaged strata council member.

A Life Anchored in Understanding

Tannis shares her life with Andrew, residing in picturesque Coquitlam, B.C. She is a curious explorer, continuously delving into the complexities of the human experience in all its facets. When you partner with Tannis for your financial journey, you’re not just securing an advisor but aligning with a professional who comprehends the intricate interplay of life and wealth with precision.