Taylor brings over a decade of experience providing holistic financial planning and investment guidance to his clients. As an Investment Counsellor, he works closely with individuals and families to develop personalized strategies that support long-term financial confidence and security. He specializes in cash flow management, retirement planning, and wealth preservation, helping clients stay focused on what matters most to them. Taylor holds the Certified Financial Planner (CFP®) and Canadian Investment Manager (CIM®) designations and is committed to delivering thoughtful, disciplined, and client-focused advice in line with Cardinal’s high professional standards.