We are a senior wealth advisory team with a disciplined investment philosophy, a collaborative planning process and an impassioned commitment to our clients.
We work with clients that understand the importance of valued partnership.
Our clients are primarily individuals, and in many cases, the second and third generations. We are proud to be at the centre of a collaborative professional network that is specially tailored to address the unique needs of our clientele. Our clients include: multi-generational families, highly-successful business owners, professionals and executives, all with their own planning needs.
Wealth management doesn’t need to be complicated.
At Taylor Wealth Management, we believe that effective wealth management requires meaningful discussions, professional collaboration, and confident decision-making. It is a purposeful and comprehensive process, but it doesn’t need to be complicated. It needs to be simplified.