Having the internationally recognized CFP designation (Certified Financial Planner), which is considered the “Standard of Excellence”, Taylor has met extensive training and experience requirements and committed to the CFP Board's ethical standards as well as making a commitment to act as a fiduciary when providing financial advice to a client. This means he has agreed to put your best interests first, so he can provide you confidence today and a secure tomorrow. To follow this up Taylor has received the FCSI designation (Fellow of the Canadian Securities Institute), which is considered the pinnacle achievement for financial credentials in Canada. A Fellow demonstrates industry leadership and a commitment defined by a combination of education, ethics and experience, while living, leading and exemplifying the financial services industry standards. The FCSI designation is for finance professionals who have met the highest standards for education, ethics and experience.
On a personal level, Taylor was the recipient of the Paul Harris Award, the Rotary International award given to a member of the community that has made an outstanding contribution to the community. Taylor sits on local boards, spends time coaching his four daughters in a variety of sports, and is attempting to master the game of chess.
Outside of the office, she enjoys spending time with her family and being outdoors hiking. Travelling is her passion and she looks forward to being able to do so again in the future.
CFP®, CIM, FMA, FCSI
Senior Investment Advisor
Associate Investment Advisor