Tel: 416-359-5432

Address

BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

Patrick J. Taylor

Vice President & Portfolio Manager, Senior Wealth Advisor, CIM

Tel: (416) 359-5432

Fax (416) 359-4274

E-mail: patrick.taylor@nbpcd.com

  For the past 15 years, Patrick has been focused on forming valued partnerships with clients. Most often, his work extends well-beyond traditional investment management and includes substantial collaboration with many of the top subject-matter experts in the country on tax & estate planning, business succession, and insurance.
 
Patrick is a Portfolio Manager, Chartered Investment Manager (CIM), and a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. He is also a Registered Representative with Nesbitt Burns Securities Limited, which allows him to offer investment management services to US Residents. 

Patrick is 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, Patrick was appointed Vice President in 2020.
 
Patrick and his wife, Michelle, live in Toronto and have a young son and daughter. He is an active fundraiser for the Princess Margaret Cancer Centre and spends much of his time coaching minor hockey.