ABOUT US
Aurora Tancock Financial Services Inc. is a planning firm working with individuals, families, and business owners since 2004. We help clients understand and overcome complexities when planning for their financial future.
Our office is conveniently located in the heart of St. Catharines, Ontario, where we proudly support our local community.
VALUES
Integrity
We upload the highest standards of honesty and transparency in all our dealings, ensuring that our clients trust us with their most important financial decisions.
Client-centricity
Our clients are at the heart of everything we do. We listen, understand, and tailor our services to meet their unique financial needs and goals.
Excellence
We are committed to delivering superior financial services and advice. Through continuous learning and improvement, we ensure our clients receive the best possible outcomes.
Innovation
In a rapidly evolving financial landscape, we embrace innovation to provide cutting-edge solutions that keep our clients ahead of the curve.
Collaboration
We believe in the power of teamwork, both within our company and with our clients. By working together, we achieve more and build lasting relationships.
Responsibility
We take our responsibility to our clients, community, and environment seriously. Our decisions and actions are guided by a commitment to ethical practices and sustainable growth.
OUR TEAM
Aurora Tancock
Founder
Aurora founded the company in 2004 and is the President and Owner of Aurora Tancock Financial Services.
Aurora received her Certified Financial Planner designation in 2009, and has over 30 years of experience in financial services. Along with her team, Aurora works together with clients to help them better understand and plan for their financial future.
In 1999 she made a major decision to resign her administrative role and became a financial security advisor. Since then she has received many accolades for her achievements. In 2000, her first full year as an advisor, she qualified for the Million Dollar Round Table (MDRT), an organization that recognizes top performers in the financial industry around the world. She has continued to qualify every year since, and has served on various committees including being appointed Divisional Vice President for the Program General Assembly for the Annual Meeting in 2015 in New Orleans. She was also the 2016 – 2017 Chair for Canada for the Membership and Communications Committee and is currently a Board Member of their International Foundation.
Aurora co-authored a book on financial planning called Synergize Your Wealth, and is often asked to speak to her peers on her business successes and has had articles published in magazines worldwide.