As an Investment Advisor with RBC Dominion Securities, Taylor offers a discreet, holistic approach to the investment management he provides to personal and business clients and their families.
After completing his Bachelor of Arts Degree at the University of Waterloo, Taylor worked internationally in Asia for 7 years. Taylor then joined RBC Dominion Securities after completing an MBA (specialization in Finance) from Rutgers University.
A firm believer in continuing education, Taylor has earned his Chartered Investment Manager (CIM) designation and is nearing completion of his Certified Financial Planning designation. By focusing on a limited number of clients, Taylor has the opportunity to gain a thorough understanding of his client's needs and circumstances. This detailed understanding of each clients situation enables Taylor to create customized portfolio solutions.
A well-rounded international career has honed Taylor's ability to listen, understand and translate client goals and aspirations into thoughtful, well-executed investment strategies. His constant emphasis on communication ensures that those strategies are continually refined to reflect changes in client objectives, always preserving the delicate balance, unique to each client, between growth and preservation of assets.
Taylor is married to Jiao and they have two young children. In his spare time he enjoys spending time with his young family and also attempts to find time to improve his golf game.