The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Brant Taylor, CFP, R.F.P.

Financial Advisor

Wealth builder and asset protector, serving business and retirees

 Primary Role

Helping your family keep the assets you work so hard for, rather than watch your earnings be siphoned off to income taxes.

 Fast Facts

    Senior Financial Planner (1991)

    BBA (Economics), CFP, R.F.P., CLU, CEA

    Advisor of the Year award

    Member: Advocis

    Clients: Business owners and retirees

    Serves clients in both the Lower Mainland and in Kelowna

    Business owner since 1986

 Service Summary

    Help you achieve your goals

    Increase your business income

    Grow your portfolio

    Lower your taxes

    Inter-generational advice for business owners and families

Financial DNA: Driver

Brant says, "I draw a financial roadmap for you that shows you a clear path for building and then protecting your family's wealth for the future, while allowing you to enjoy life TODAY!"

He adds, "Our time here is very short, so let's make it count."

High taxes, volatile markets, low interest rates, looming inflation, preserving assets for our families: these are all weighty concerns.

Brant lightens this load by giving you a personal, comprehensive plan that saves you taxes, gives you a stable income, and invests your money wisely.

Working with a strong team of specialists, Brant uses his advanced tax-saving strategies to save his clients tens of thousands of dollars every year! He is very proud of achieving such great results for his clients, and he has some dramatic case studies he can describe for you.

He enjoys the challenge of reorganizing or enhancing new clients financial structures to preserve your money for more productive and satisfying uses than income taxes.

When not busy at the office, Brant enjoys a variety of activities, including hockey, card games, biking, curling, golfing and travelling.

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

Read more

Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

Read more

Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

Read more

Investment services and strategies

At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.



Leave a Note

Please fill out the form below

Office Address

Assante Vancouver Centre 800-650 West Georgia Street
Vancouver, British Columbia
V6B 4N8 Canada