Our team of planners and wealth advisors are knowledgeable industry leaders, ensuring that our clients benefit from our best, collective ideas.

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Service Associate
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Executive Assistant
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President – Advisor
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Associate Portfolio Manager
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Client Relations Associate
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Client Relations Associate
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Director of Strategy & Client Success
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Executive Assistant
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New Business Associate
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Client Relations Associate
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Advisor
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Client Relations Associate
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COO – Advisor
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Client Relations Manager
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CFP and Business Coach
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Benefits Consultant
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Client Relations Associate

Allan Taylor
allan@taylorfinancial.ca

25 Kings Landing Private
Ottawa ON K1S 5P8

Phone: (613) 244-9073
Fax: (613) 216-2361
Toronto Clients: (416) 607-6027

Steven Taylor
steven@taylorfinancial.ca

1908-1500 Riverside Drive
Ottawa ON K1G 4J4

Phone: (613) 521-5055
Fax: (613) 521-9503