Taylor has been a member of PAX Portfolio Advisory since 2019. He attended the Alberta School of Business, University of Alberta, where he completed his Bachelor of Commerce in Finance with a Certificate in Real Estate in 2020 and he is a holder of the Chartered Investment Manager (CIM®) designation. He started his career as a summer intern at Raymond James Ltd., in 2018, and then transitioned to PAX Portfolio Advisory in 2019.
Prior to joining Raymond James in 2018, Taylor was a semi-professional hockey player in the Western Hockey League and then became a student athlete with the Golden Bears at the University of Alberta. Student athletes face the demands of balancing academic and athletic pursuits while striving to be the best in both the classroom and their respected sport. Taylor's time management, discipline, commitment and motivation have prepared him for a successful career in the wealth advisory industry.
Taylor works closely with Trixie to serve clients, attend client meetings, and facilitate portfolio management and trade execution.
Family is a big part of Taylor's life including his brother Jordan who lives in Sherwood Park and his parents Jeff and Shari in Kelowna. He enjoys spending time with family skiing at Big White or boating on the Okanagan Lake.