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.