My role as a trusted advisor is to provide my clients with access to the vast
resources of Canada's largest wealth management firm, RBC Dominion
Securities.
I grew up in Sarnia but was fortunate enough to start my professional career in Toronto, working as an Associate & Trader for a large Canadian brokerage.
While the bright lights & excitement of Toronto were impressive, Lambton
County has always felt like home to me. I am a local.
Over a career spanning the last decade I've worked with hundreds of
individuals and families, guiding each of them through different life events.
Through this scale of experience I've come to focus on business owners and
their families. From health care professionals, agriculture operations and
manufacturing firms, I enjoy working with, and solving the problems of owners.
Each of our clients is unique in their own way, and has their own "why". I enjoy
spending the time to understand what gets them up in the morning and what
keeps them up at night. We take on our clients complex concerns with open
arms, building a long-term strategy to simplify their financial life and provide
peace of mind in their unique path to true wealth.
If you're looking for a better future, reach out to me at 519-337-3195 or by email at taylor.wales@rbc.com
