Tania BrennaeCFP®, CSA

Financial Advisor

Born and raised in Ottawa, Tania is a Certified Financial Planner with nearly 30 years experience in the financial services industry.

Following graduation with a business degree from Algonquin College, Tania began her career in Chartered banking. Subsequently moving to the field of insurance, she became a Living Benefits specialist.

Today, Tania runs her own Financial Planning practice, and firmly believes that with the proper information and advice, along with patience, persistence and diligence, life’s financial goals are attainable.

Tania’s professional certifications and designations include: Certified Financial Planner, Certified Senior Advisor and level II insurance designation. She is a firm believer in lifelong learning, and committed to continuously increasing her knowledge of the financial field through accredited programs. Her areas of expertise include portfolio management, retirement and estate planning and the living benefits area.

Tania’s satisfaction comes from working closely with her clients. Her strategy of customized, on-going advice and support allows the client to see progression in their financial plans.

When not in the office, Tania can be found enjoying the cottage life, traveling to exotic destinations and supporting her favourite charities. The United Way, Elizabeth Bruyère Centre and The Heart and Stroke Society, enjoy her active support.

 

Insurance products available through Tania Brennae.