COLEEN TAYLOR

COLEEN TAYLOR

CFP, RRC, EPC, CHS, CLU 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.

Team —

IG Wealth Management Broader View

With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?

general inquiries —

4635 Lazelle Avenue
Terrace, BC V8G 1S8

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Investors Group

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