Meet your Wealth Advisor

 

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Your team of experts

My experience

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.

Steven graduated from the Ivey Business School at Western University with distinction. Before starting at National Bank, Steven was an award-winning Vice-President for a Big 5 bank in Canada and was recognized as a top performer for consecutive years at one of the world’s five largest asset management firms. Steven lives in Toronto with his fiancée Shannon. Steven was a competitive athlete growing up and enjoys playing hockey, golf and travelling with Shannon.

Giving back to his community, Steven holds leadership positions at various organizations including St. Michael’s Hospital Young Leaders.

Our partners

Ashim Khanna

Senior Advisor, Financial Planning, Hons B. Comm, MBA, CFP
National Bank of Canada

Christine King

Senior Advisor, Estate Planning, J.D., TEP
National Bank of Canada

Douglas R. Chillman

Manager
Commercial Banking
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905-831-4140 (ext. 10564)

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Matthew Pickering

Mortgage Development Manager
National Bank of Canada
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905-272-4680 (ext. 24310)

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  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

Get contact information for our team members and find out where our offices are.

 

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