Brant Taylor, CFP, R.F.P.
Wealth builder and asset protector, serving business and retirees
Helping your family keep the assets you work so hard for, rather than watch your earnings be siphoned off to income taxes.
Senior Financial Planner (1991)
BBA (Economics), CFP, R.F.P., CLU, CEA
Advisor of the Year award
Clients: Business owners and retirees
Serves clients in both the Lower Mainland and in Kelowna
Business owner since 1986
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.
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