Investment & Financial Planning 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