COLEEN TAYLOR

COLEEN TAYLOR

CFP, CLU, CHS, RRC, EPC CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

C. Taylor & Associates Wealth Management

Investors Group

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About —

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I am passionate about providing financial direction for people in a methodical, practical and sometimes even light hearted way. Money is a serious subject and financial concepts and education can be extremely technical. I like to help people articulate their dreams and then build a holistic plan to get them there using my wealth management process, my experience, education and access to a team of specialists which enables me to provide the best possible recommendations and outcomes for clients.

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IG Wealth Management - How strong is your financial plan?

Our IG Living Plan Snapshot gives you a financial well-being score that details how prepared you are to adapt to all of life’s changes. Find out your score today at IG.ca

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4635 Lazelle Avenue
Terrace, BC V8G 1S8

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Investors Group

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