For nearly 25 years Brant has specialized in providing comprehensive wealth management to clients who are self-employed or have retired. Although his practice is primarily in British Columbia, he has clients across the country. He routinely deals with situations where the level of complexity tends to be high. He enjoys the intellectual challenge of finding solutions and designing strategies which allow his clients to tackle their challenges head on.
That said, he recognizes that more than technical expertise and knowledge is needed in order to achieve the best possible outcome for his clients. He also has to understand what they want out of life, for themselves and their families. He takes the time to understand his clients as unique individuals, with deeply personal goals and values, and aspirations for themselves and their families. Once he clearly understands what a client is trying to achieve in the short, mid and long term, Brant builds a unique vision plan to crystallize their goals and develop a clear strategy to achieve them. Working closely with his professional network — or the client’s other financial professionals — Brant helps the client to systematically implement the plan. Flexibility is built into the plan to allow for the inevitable changes and surprises life brings, and the plan is adjusted as needed.
Because he gives his clients a great deal of personal attention and care over long periods of time — often spanning decades — he often finds himself taking on a key role in helping families successfully navigate difficult times and situations.
Areas of service include comprehensive financial planning, retirement planning, risk management, estate planning, investment strategies, and tax planning.
Insurance products and services are provided by Brant Taylor.