| Name | Title | Contact Details |
|---|---|---|
Jennifer Stokley |
General Counsel | Profile |
Jeanette Blanco |
General Counsel | Profile |
Jeanette Blanco |
General Counsel | Profile |
Jeanette Blanco |
General Counsel | Profile |
Tangerine is a direct bank that delivers simplified everyday banking to Canadians. With more than 1.9 million clients and close to $38 billion in total assets, we are Canada’s leading direct bank. Tangerine offers flexible and accessible banking, innovative products and services, fair fees, and award-winning client service. From chequing and savings accounts, GICs, RSPs, TFSAs, mortgages and mutual funds, Tangerine has the everyday banking products Canadians need. With over 1,000 employees in Canada, our presence extends beyond our web site and mobile app to our 24/7 contact centres and Café locations. Tangerine was launched as ING DIRECT Canada in 1997. In 2012 it was acquired by Scotiabank, and operates as a wholly-owned subsidiary. At Tangerine, we’re committed to empowering Canadians – not just by providing them with tools and resources to take control of their finances, but by giving them the confidence and skills they need to take positive action in their own lives. Because we believe that building up confident, optimistic individuals will help form the backbone of strong communities. That’s why we’re partnering with organizations and supporting initiatives that encourage self-esteem, leadership, belonging and acceptance – things we all need to create a #BrightWayForward for ourselves and others.
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At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees. The 6 MOKAN Wealth Standards: Fiduciary We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. Tax-Focused Tax planning is one of the most critical parts of your retirement, but this aspect is often under-appreciated by most financial advisors. Ignoring tax planning is a great way to leave dollars on the table. Fee-Only No commissions, kick-backs or sales incentives, ever. We prioritize your goals and match that with completely unbiased financial advice. Advice that best serve you, free from restrictions and agendas of a big wire house or institution. Comprehensive You deserve more than a stack of statements and a diversified pie chart. Our personalized advice is not limited to investing. We believe the cornerstone of financial planning is a holistic approach that considers taxes, order of withdrawals, and your investments. Custom Everyones financial situation is different. You deserve advice and a plan tailored to your goals, not some cookie cutter model or one-size fits all approach. Boutique MOKAN Wealth Management provides a unique and custom planning approach and wealth management. If you are looking for marble floors and a firm with thousands of clients, then we are not a good fit. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. MOKAN Wealth Management is an Investment Advisor registered with the State of Kansas. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.