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Patrick Taylor
Kathryn Carver
Debbie Fernandes

Tel: 416-359-5432

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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At Taylor Wealth Management, we form active partnerships with our clients to help them effectively build, protect and optimize their wealth sooner.

Integrated Financial Planning


At Taylor Wealth Management, we believe that financial planning is the backbone to making confident financial decisions. As time goes by, this process ensures that we are always working towards redefining and achieving our clients’ ever-changing needs and objectives.

We work with our clients to immediately understand their personal circumstances and current financial position. We then take steps to help our clients to clarify and prioritize their short and long term financial goals, as well as any opportunities and constraints that may exist. We collaborate with a wide network of specialists on areas of specialized planning like tax, estate planning, and business succession.