Tannis Rowe, B.A., CFP, CLU
Tannis Rowe grew up watching her father, a successful Vancouver-based financial planner. She began working in the family business while still in high school, learning about finance, markets, and client engagement. Despite this early exposure, she was initially reluctant to follow in her father’s footsteps. She shared, "I wanted to make a difference with my work. When I went to my father with this, he responded, ‘What do you think I do?’ Immediately my perspective shifted. I realized that financial planning is about making a profound difference in people’s lives."
With her interests and values aligned, Tannis pursued a degree from Simon Fraser University, followed by an education in finance, obtaining designations as a Certified Financial Planner (CFP) in 2008 and Chartered Life Underwriter (CLU) in 2009. Today, she is the president and founder of Rowe Wealth Management, Inc., which partners with her father Gaire MacLean as a joint venture, MacLean Rowe Financial. Rowe Wealth Management offers boutique planning solutions, specializing in investment wealth management and preservation. She shared, "Each of my clients is unique, with their own goals, values, and circumstances. That's why I create bespoke investment plans that are tailored to their specific needs. It's not a one-size-fits-all approach. It's about finding the right solution for each individual."
If you asked Tannis to describe the keystone of her approach to financial planning, she would say “trust.” She understands the significance of building relationships, and she attributes Rowe Wealth Management’s 10% annual growth rate to the strong relationships she has with her clients. Tannis emphasized, "Trust is everything. It's the foundation of any successful relationship, and that's especially true in financial planning.” Tannis empowers her clients to make informed decisions that will benefit them in the long run. She added, "It's important that my clients understand what's happening with their money and their investments. That's why I take the time to explain things in a way that's accessible and easy to understand.” Tannis' motto is "chart your course” and she helps her clients do just that every day.
Tannis Rowe, B.A., CFP, CLU
Certified Financial Planner — Rowe Wealth Management, Inc.
Website: www.macleanrowefinancial.com
LinkedIn: https://www.linkedin.com/in/tannis-rowe
LinkedIn Corporate: https://www.linkedin.com/company/maclean-rowe-financial
Facebook: https://www.facebook.com/macleanrowe
You Tube: https://youtube.com/@tannisrowe