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 |