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The Taylor Wealth Management Group*

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The Taylor Wealth Management Group*

Insightful investing and financial planning

I focus on providing complete wealth management to a select clientele of business owners, organizations, professionals and affluent individuals and their families. With extensive ties throughout the Kitchener, Waterloo, Guelph and Cambridge communities, I understand the unique challenges business owners face and how to help them invest proactively to ensure they —and their families—enjoy the appropriate lifestyle in retirement.

If this is your first visit to my site, I welcome you to review my profile and services to join my e-mail list or contact me directly. I am always seeking investors who wish to enhance their strategy.

A lifetime of wise financial choices

My primary function as an Investment Advisor is to help you organize your wealth to accomplish your most important long term financial goals. Learn more

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*The Taylor Wealth Management Group is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.