As an Investment Counsellor with RBC PH&N Investment Counsel, Taylor is dedicated to simplifying his client’s lives, providing peace of mind by being a trusted steward of their assets.
He enjoys building relationships with each of his clients and their families, gaining a deep understanding of their long-term objectives and unique circumstances—ultimately discovering what matters most to them. This facilitates the thoughtful construction of customized portfolios uniquely balanced to each client, between income, growth, and capital preservation needs. Capably supported by a comprehensive team of in-house tax, legal, estate planning, and business owner specialists, Taylor is able to help further identify and fulfill his clients’ wealth management needs.
Taylor brings over a decade of wealth management experience to his role, having most recently worked with Canada’s largest asset manager, RBC Global Asset Management. In addition to working with individuals, families, and businesses, he and his team specialize in managing investment portfolios for not-for-profit organizations; drawing on his previous career working with large international charities.
Taylor holds both the Chartered Financial Analyst and Chartered Investment Manager designations and is a member of the Toronto CFA society. Outside of work, he enjoys staying active on the tennis court and cross-country ski trails, and cooking overly-complex meals, alongside his wife Carly, and their daughter Tessa.
