Julie Taylor, CFP,FMA,B.B.A.

Investment Advisor & Financial Planner

604-235-2785 | Email me

With almost 20 years of investment industry experience, Julie is dedicated to delivering expert wealth management advice and knowledge to clients. Julie's clients benefit from her ongoing professional development and truly comprehensive expertise in wealth management and financial planning. By meeting stringent accreditation, Julie is a Certified Financial Planner (CFP), allowing her to deliver the highest level of financial planning advice to clients with sophisticated financial needs. This is one of the most highly esteemed designations available in the investment industry.

 As a firm believer in ongoing education, Julie has completed the Professional Financial Planning course through the Canadian Securities Institute, which allowed her to achieve the Financial Management Advisor (FMA) designation.  She has also completed her Bachelor of Business Administration (BBA) degree through the University of British Columbia. 

Julie harnesses her expert knowledge and years of experience to develop comprehensive wealth management solutions for her clients.  Julie’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.

Originally from Kelowna, Julie has called Vancouver home since 2009. Julie spends her spare time either on a plane to visit somewhere new or else walking with her dog Bailey on various hikes or pathways in the city.

Matthew J. Leggett, CFP, CLU, CHS

Estate Planning Specialist

Matthew is a valuable member of your advisors’ planning team, working to help you create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew’s relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect your wealth.
Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.

Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).