Our Team

Tanis Yorio

Tanis Yorio

Client Relations Director

Tanis Yorio has 30 years of experience in the financial services industry and the expertise and drive necessary to help us take care of our #1 priority – our clients!  She has held Series 7 and 63 licenses in the past and earned a Bachelor of Arts degree in Management from Ottawa University. Previously, Tanis held positions in fixed income trading, tax/accounting support, human resources, and event planning/management.

Tanis draws on her experience to cultivate and maintain strong relationships with our clients, creating a positive client experience with each interaction.  When she’s not in the office, Tanis enjoys community involvement, gardening, golfing and spending time with family and friends.

Tanis chose to focus on the financial services industry because it’s an industry that affects all of us from the time we start working through our retirement years. She is passionate about making that personal connection with each of our clients.

Connect with Tanis