Our Services
The Taylor Team is dedicated to providing comprehensive wealth management advice and services to a range of clients. Over the past 25 years, our team of professionals has built up and honed its expertise to meet the specialized needs and goals of three main segments:
As Investment Planning Counsel advisors, we employ an award-winning planning process to ensure each client’s financial needs are addressed in a systematic way.
Guided by an integrated plan and wealth management strategy designed for each client, our services span four main areas of discipline:
| Wealth Management | To help build net worth and achieve financial independence |
| Estate and Tax Planning | Strategies to minimize taxes, maximize estates and ensure a smooth transfer of assets to heirs |
| Risk Management Solutions | To protect income, assets and, ultimately, lifestyles |
| Benefits and Group RRSPs | To help executives and employees meet their needs for health and dental coverage and save for their retirement |
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.