Steven Taylor
Associate Financial Advisor @Raymond James Ltd.
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WORK HISTORY
Associate Financial Advisor @Raymond James Ltd.
Toronto, ON, CA
I believe that quality financial advice begins with understanding clients’ unique financial needs and aspirations. I\'m passionate about following investment markets and current events and committed to providing excellent service and client experience throughout my career.Following my passion for investing, I\'m a CFA charterholder, ensuring clients receive the highest level of service supported by stringent level of governance in all client processes.I live in Toronto with my wife, Shannon. In my free time, I enjoy golfing, playing hockey and reading anything I can get my hands on.
EDUCATION
Ivey Business School at Western University
Bachelor of Arts, Honours Business Administration (HBA)
ABOUT STEVEN TAYLOR
With over ten years of public and private investment industry experience, Steven was a trusted expert to more than 1100 Investment Advisors across Canada, structuring investment portfolios in excess of $1 Billion. Steven’s proven approach 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 charterholder, 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 Disclaimer: bit.ly/RJLDSCLMR
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