Financial Advisor inSherwood ParkTaylor Cooper, CIM®, TEP

Sherwood

Portfolio Management & Wealth Planning for Sherwood Park Families and Professionals

Serving Sherwood Park, Strathcona County & the Greater Edmonton Area

If you’re looking for a Sherwood Park financial advisor who provides thoughtful, personalized advice, Pax Portfolio Advisory offers disciplined wealth management backed by Raymond James Ltd. We work with professionals, business owners, families, and retirees to help bring clarity and confidence to their financial decisions.

Our approach is long‑term, goals‑based, and tailored to your unique situation—whether you’re building wealth, planning for retirement, or managing complex estate and tax considerations.

Why Work With Pax Portfolio Advisory in Sherwood Park?

  • Local, Accessible Advice – Meet with your advisor right here in Sherwood Park
  • Backed by Raymond James Ltd. – One of Canada’s leading independent investment dealers
  • Professional Credentials – CIM®, CFP, CPCA® and TEP designations
  • Comprehensive Planning – Investment management, retirement, tax and estate planning
  • Personalized Portfolios – Built around your goals, risk tolerance, and timeline

Our Sherwood Park Office

Raymond James Ltd. - Taylor Cooper, CIM®, TEP

Serving Sherwood Park and surrounding Strathcona County communities

Conveniently located with easy access for clients across Sherwood Park and the greater Edmonton area.

Map & Directions

8005 Emerald Drive  // #828  // Sherwood Park, AB T8H 0P1

T 780.414.2552 // Map & Directions



Frequently Asked Questions About Financial Planning in Sherwood Park

  • Yes. We work with individuals, families, professionals, business owners, and retirees throughout Sherwood Park, Strathcona County, Edmonton, and surrounding communities. Meetings can take place in person at our Sherwood Park office or virtually, depending on your preference.
  • Pax Portfolio Advisory offers comprehensive wealth management services, including investment management, financial planning, retirement planning, tax-efficient strategies, estate planning, insurance solutions, and charitable giving strategies.
  • It's never too early to develop a financial plan. Whether you're building your career, preparing for retirement, selling a business, receiving an inheritance, or navigating a major life transition, professional advice can help you make informed financial decisions.
  • Yes. Retirement planning is a key part of our practice. We help clients build retirement income strategies, evaluate CPP and OAS timing, determine sustainable withdrawal rates, and create plans designed to support their long-term lifestyle goals.
  • Absolutely. Many of our clients are business owners and incorporated professionals. We help coordinate personal and corporate wealth strategies, investment planning, succession planning, and tax-efficient retirement planning.
  • We believe financial planning should be personal. Our team takes the time to understand your goals, values, and concerns before developing a customized strategy. As part of Raymond James Ltd., we combine personalized local advice with the resources of one of Canada's leading independent investment dealers.
  • Meeting schedules vary based on your needs and circumstances. Most clients meet with us regularly to review their investment portfolio, financial plan, retirement projections, and any significant life changes.
Total Wealth Solutions 300

Total Wealth Solutions

Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;

  • Financial Planning
  • Investment Management
  • Insurance Solutions
  • Tax Solutions
  • Estate and Trust Services
  • Charitable Giving Strategies


Meet Trixie Rowein, CFP®, CIM®, CPCA®

Trixie and her team have been empowering and guiding clients for over 25 years at Raymond James, helping them make smart decisions about their money. Growing up in an immigrant family, Trixie saw how money, if managed well, can provide financial security for the long-term and she decided that helping people manage their wealth would be her life passion. She specializes in advising clients going through a transition including retirement, loss of a spouse through death or divorce, and transitioning money to the next generation. Having gone through a divorce herself, Trixie understands that caring for clients' well-being goes beyond money and that feelings matter just as much as finance.

Trixie Rowan


Meet Taylor Cooper, CIM®, TEP

Taylor Cooper is an Associate Portfolio Manager and Financial Advisor with Raymond James Ltd., serving clients in Sherwood Park and across Alberta. With a focus on clarity, discipline, and long‑term thinking, Taylor helps clients make informed financial decisions aligned with what matters most to them. Taylor grew up in Sherwood Park and continues to live in the community.

Taylor Cooper