1 Richard Harold Tanner

1 Richard Harold Tanner

1 Richard Harold Tanner
R&R Investment Partners
CIBC Wood Gundy
Calgary

AUM GROWTH: $51,600,000
AUM PER CLIENT: $3,076,923
REVENUE PER CLIENT: $30,308
CLIENTS AT END OCT 2015: 65    
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5

Richard Harold Tanner nabbed first place overall by placing in the top five for AUM growth, AUM per client and revenue per client. Tanner has been involved in the investment industry for more than 30 years in various capacities, including as branch manager and Alberta trading officer. As an active investor in the stock, real estate and hard asset markets, he provides practical, firsthand experience and advice on clients’ complex wealth management issues. His many years of involvement with non-profit organizations influenced him to help them with sustainability. To that end, he has put together a Giving Team of experts in trust, tax, legal, planned giving, portfolio management and board governance to help make a long-term difference to his non- profit clients.
 

Company Information

  • R&R Investment Partners
  • 607-8th Avenue SW Suite 600 Calgary, Alberta

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