Building and preserving wealth at every life stage
While the investment industry often focuses on global equity and bond markets, my primary focus is always on you – my clients. As your financial advisor, my goal is to provide clear, trusted advice and create personalized strategies that are designed to help you build a secure financial future. I am here to guide you through the complexities of the market with tailored solutions that align with your specific needs and goals.
Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate:
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A plan that protects what you’ve built
Your success is the result of years of hard work, dedication and smart decision-making. At Raymond James Ltd., we understand just how important it is to preserve that success. With decades of experience in retirement planning, our team creates tailored strategies that protect your wealth, so what you’ve built continues to thrive throughout retirement – and beyond.
Your Goals, Your Choices
A personalized plan designed to achieve your goals could include:
- Individual equities: Carefully-selected, high-quality Canadian and U.S. dividend-paying stocks tailored to your investment strategy.
- Mutual funds and ETFs: A curated list of recommended mutual funds and ETFs designed to align to your financial goals and risk tolerance.
- Fixed income options: An array of fixed-income options, including government and corporate bonds, GICs, Canada Treasury bills, and high-interest savings accounts, to ensure stable returns and capital preservation.
- Diversified opportunities: Advanced opportunities for diversification through our Separately Managed Account program, allowing for a more personalized and strategic portfolio.
- Comprehensive financial and estate planning: Services designed to protect and preserve your wealth, ensuring the diligent care of your beneficiaries, and helping to avoid financial vulnerability. A carefully crafted estate plan takes into account every aspect of your wealth – your family, your business and the charitable causes you support.
Meet Your Advisory Team
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Brad Taylor
Brad Taylor has been passionate about financial markets from a young age. He completed his education in 1991, earning a diploma in Investment Management and Business Administration from Vancouver Community College (VCC).
He began his career in the financial industry in 1992, initially working at a top independent investment firm. The firm later merged with another company in the industry, before being acquired by Raymond James Financial in 2000. Brad became a financial advisor in 1997 and has since built a wealth of experience in the industry.
Proud to manage multiple generations of family wealth, he ensures that his clients’ legacy is preserved and grows to benefit current and future family members.
Born and raised in the Fraser Valley, Brad is married to Carmela and is the father of two.
Outside of work, Brad enjoys skiing, golfing, cabernet sauvignon, watching Oilers hockey, and spending time with family and friends.
Guy Birnie
Guy joined Raymond James Ltd. in 2013, assisting with the administration of various registered accounts within the Registered Plans department. In 2017 Guy moved to a sales assistant role where he supports and services client requests on behalf of Brad Taylor. Guy earned his Commerce degree from UBC, his Certified Management Accountant designation and more recently his Chartered Investment Management certification.
Meet Our Specialists
Teresa Mok
Financial Planning
Senior Financial Planner, Raymond James Financial Planning Ltd. (Canada)
- Works closely with clients to build a plan that will put them on track to achieving their financial goals.
- Considers all aspects related to retirement, education, tax, risk management, estate planning and more.
- Diploma of Financial Planning, Certified Financial Planner (CFP®), U.S. Chartered Retirement Planning Counselor (CRPC®) and the Trust and Estate Practitioner (TEP) designations.
Damian McGrath
Estate & Trust Services
Associate Vice President, Estate and Trust Solutions
Solus Trust Company, an Affiliate of Raymond James
- A practical approach to helping clients with their estate, trust, philanthropic and legacy planning needs.
- Over 20 years of industry experience in the following provinces: AB, SK, and BC.
- Bachelor of Law from the University of London, member of the Law Society of Saskatchewan and the Society of Trust and Estate Practitioners (STEP).
Learn more about us
Raymond James Ltd.
