Helping individuals, families and businesses make financial decisions to grow their wealth.
Steven Taylor is a Wealth Advisor and Founder of Steven Taylor Wealth, part of National Bank Financial Wealth Management in Toronto.
With over seven years of public and private investment industry experience, Steven was a trusted expert to more than 2500 Wealth Advisors across Canada, structuring investment portfolios in excess of $1 Billion. Steven’s proven approach is built on “evidence-based investing,” as opposed to “faith-based investing” and provides rewarding results to clients at all stages of life. With Steven’s knowledge and support, his clients avoid common financial mistakes based on emotion and intuition and grow long-term wealth.
As a CFA Level III candidate, Steven has a fiduciary duty to his clients, ensuring they receive the highest level of service supported by stringent levels of governance in all client processes.