Taylor & Associates delivers tailored advice and comprehensive solutions to help manage your wealth and support your unique goals. My Story:
Born and raised in Terrace, my first experience in finance came when I bought a house when I was 21. At the time, I did not understand all of the terms or the process of mortgages and because of this learned a hard lesson. When it came time to reduce my inte
rest rate from 12% to 9%, I found that it was going to cost me a $5000 penalty! From that point on I became very interested in finance. I read every book on the subject, attended seminars and spent a lot of time at the bank asking questions. Eventually I became knowledgeable enough to assist others and often helped colleagues re-negotiate their mortgages and payout loans in half the time. In 1998, while living in Scotland with my husband and 3 kids for 1 year, I had the opportunity to take a look at what I would do if I could do anything. The answer was easy - I love finance! With this realization, I completed my stock broker's studies while still living overseas. Upon our return to Canada, I decided to pursue a career in finance. I contacted every company - banks, insurance companies, private investment firms, and brokerage houses - in order to learn more about their services and educational training. Upon learning about IG Wealth Management and the services they provided, I immediately knew I had found what I was looking for. I believed in their philosophy and their business practices and wanted to become part of this corporation. I joined IG Wealth Management in 2000 as a Consultant and began working one on one with clients to develop a customized plan, covering the full spectrum of financial planning and adjusting their plans periodically to respond to a client's changing needs. Today as a Certified Financial Planner professional I continue to love what I do - helping others avoid pitfalls with their finances, achieve their retirement goals, and prosper. My practice has been built on the solid foundation that comes from developing relationships and I am committed to treating clients not as accounts or numbers, but as people. In turn, it is these same people who come to feel confident in referring their friends and families to me.
