steven taylor

Steven Taylor,

CFA Associate Financial Advisor

Steven Taylor believes that quality financial advice begins with understanding clients' unique financial needs and aspirations. Steven is passionate about following investment markets and current events and has been committed to providing excellent customer service and client experience throughout his career.

Following his passion for investing, Steven is a CFA charterholder, ensuring clients receive the highest level of service, supported by a stringent level of governance in all client processes.

Steven and his wife, Shannon, live in Toronto. In his free time, Steven enjoys golfing, playing hockey and reading anything he can get his hands on.