Introducing Brad Taylor

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.

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.