Know your advisor: CIRO Advisor Report
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Optimistic. Friendly. Understanding.
Darren Tanner is a Magrath-based senior financial advisor with a Bachelor of Science from the University of Lethbridge and is a designated Certified Financial Planner (CFP®). His nine years of experience as an accountant associate provides a solid foundation to advise his clients on their long-term goals and retirement plans as a senior financial advisor with ATB Wealth. He proudly serves the communities of Cardston, Magrath, and Raymond.
Personalized wealth management planning
Darren provides high value to clients with established investment plans and/or a high net-worth, as his experience allows him to personalize his approach and prioritize their individual needs to achieve financial freedom. Darren’s background in accounting and years of wealth management experience provides him with the wisdom to advise clients to let their needs dictate their decisions, not the volatility of the markets. He says, “Control the things you can control, and don't worry about the things you can't.”
Dependable and relatable
Darren values long-term relationship building and believes a successful client relationship focuses on conversations about life experiences and less on money. His passion for personal and business financial planning makes Darren the person you want in your corner on your financial journey. When he's not staying up to date by completing continuing education courses, Darren is happiest with his wife, children and grandchildren wakesurfing, playing volleyball and golfing.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.