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Your CFO


 

Wealth Management Team

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The Wealth Management team acts as your Personal CFO or Chief Financial Officer. Our dedicated team of professionals oversees and manages your complete financial affairs…

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Wealth Management provides unbiased advice and objectivity, and the integration and coordination of all necessary services in conjunction with other key family advisors. Wealth management strives to provide highly customized service for several generations of the same family.

Greg Taylor
Wealth Management Specialist

Prior to entering the Financial Service Industry in 1992, Greg served the public of Toronto as a Level III Paramedic. Relationship and life skills learned during his years as a Paramedic have proven to be an asset for building long term client loyalty. Greg has spent most of his Financial Service career implementing Wealth Management Strategies for clients. Extensive experience in the areas of portfolio management, risk management and taxation provide a solid core background for his role as a Wealth Management Specialist. A focus on servicing the diverse needs of his clients, while maintaining long term relationships continue to be the driving force in Greg’s business life. Greg resides in Whitby with his wife Dale and three children, Christy, Bryan and Mark.

Adrian Reynolds
Wealth Management Specialist

Adrian is a seventeen-year veteran of the financial planning industry. Since 1992, after receiving the IFIC (Mutual Fund) and Branch Manager’s certifications, he started a financial advisory practice. In 1997 Adrian started his own private wealth management firm. As President of Reynolds & Associates, he developed, refined and implemented an advanced program of wealth management strategies for high net worth investors. Adrian is active in the financial planning industry as a Vice-President for the Peel/Halton chapter of Advocis (Canadian Financial Advisors Association). Adrian is a regular speaker for many corporations, associations, and other industry groups on the topics of financial planning trends and leading wealth management solutions for executives and business owners.


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