Patrick Taylor, CIM
Senior Portfolio Manager & Senior Wealth Advisor
Patrick has spent his entire career in financial services. As the head of Taylor Wealth Management, he leads his team’s efforts in forming valued and long-lasting partnerships. Patrick and his team employ comprehensive strategies that extend well-beyond traditional investment management to include collaboration with many of the top subject-matter experts in the country. Areas of focus include financial planning; tax & estate planning; insurance; business succession; family wealth planning; and inter-generational transfers of wealth.
Patrick is a Senior Portfolio Manager, Chartered Investment Manager (CIM), and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. He is a Registered Representative with Nesbitt Burns Securities Limited, which allows him to offer investment management services to US Residents. Patrick is also a certified 'DWealth' Advisor, one of only a handful of Financial Advisors in the Toronto area that has been specially selected and approved to work with Deloitte partners and their complex financial needs.
As a testament to the quality of his practice, The Globe and Mail has ranked Patrick as one of the Top Wealth Advisors in Canada in each of the first two years of the rankings (2021/2022).
Patrick and his wife, Michelle, live in Toronto and have a young son and daughter. Together, they enjoy investing time in their children and community and have passion for fitness and travel.
Kathryn Carver, CFA
Kathryn is a Portfolio Manager and Associate Investment Advisor and has been working in the financial services industry since 2011. Kathryn is a Chartered Financial Analyst (CFA) Charterholder and a Life Insurance Advisor with BMO Estate Insurance Advisory Services Inc.
Kathryn works closely with Patrick to develop and monitor client financial plans as well as managing client’s portfolios and investment management solutions. She is also responsible for coordinating with our clients’ other professional advisors.
Originally from Prince Edward Island, Kathryn loves going home in the summer to enjoy the beaches and the seafood. When not at work, Kathryn enjoys to travel, staying active and spending time with her friends and family.
Debbie has worked in the financial services industry for 20 years. Debbie is the first point of contact in the day-to-day administration of client accounts. In particular, Debbie is the primary contact in our client reporting service model, manages document preparation, banking services, and tax-related inquiries.
Born and raised in Toronto, Debbie is a graduate of the University of Toronto. She and her husband Xavier enjoy travelling and spending time with family and friends.
Client Service Associate
Omar started at BMO Private Wealth in 2021, and joined Taylor Wealth Management in late 2022. Omar’s team responsibilities include client documentation, regulatory fulfillments, and cash management transactions.
Omar prides himself in delivering an exceptional client experience, ensuring that all client requests are handled diligently and accurately. A graduate from the University of Toronto, Omar has also completed the Canadian Securities Institute’s Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), which allows him to perform certain securities transactions.
Omar grew up in Burnaby, British Columbia and later moved to Toronto to complete his undergraduate studies, fulfilling his dream of living in a big city. Outside of work, Omar enjoys traveling to new places and trying out different cuisines.