RRC, CFP
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
Taras is a seasoned CERTIFIED FINANCIAL PLANNER® professional and wealth advisor with over 30 years of experience. He is dedicated to serving an exclusive clientele, including Executives, Professionals, Business Owners, and Retirees.
Taras meticulously crafts personalized financial solutions, integrating wealth management, risk management, tax planning, estate planning, and legacy planning. His mission is to provide Financial Clarity & Confidence by safeguarding hard-earned capital and guiding individuals through their financial journey.
Align your personal achievements with Taras’ comprehensive, adaptable financial and investment plan to address the ‘What ifs,’ stay on course, and to achieve your financial and retirement objectives.
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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