Taylor has more than 18 years of experience working as an Investment Advisor in the Lower Mainland. Taking the time to discover his clients’ true and unique financial goals brings clarity and peace of mind for his clients. Taylor has a unique ability to take complex information, simplify it, and implement effective planning for his clients.

Having the internationally recognized CFP® designation (CERTIFIED FINANCIAL PLANNER®), which is considered the “Standard of Excellence”, Taylor has met extensive training and experience requirements and committed to the CFP Board’s ethical standards. This means he has agreed to put your best interests first, so he can provide you confidence today and a secure tomorrow. To follow this up Taylor has received the FCSI® designation (Fellow of the Canadian Securities Institute), which is considered the pinnacle achievement for financial credentials in Canada. A Fellow demonstrates industry leadership and a commitment defined by a combination of education, ethics and experience, while living, leading and exemplifying the financial services industry standards. The FCSI designation is for finance professionals who have met the highest standards for education, ethics and experience.

On a personal level, Taylor was the recipient of the Paul Harris Award, the Rotary International award given to a member of the community that has made an outstanding contribution to the community. Taylor sits on local boards, spends time coaching his four daughters in a variety of sports, and is attempting to master the game of chess.