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. 

Rob Taylor, CIM, FCSI

Financial Advisor

Cutting through industry “noise” to achieve clarity in your financial plan

 The endless supply of financial information and advice from media and experts can be overwhelming, unclear and even contradictory. With all of the products and financial options, which are really the best for you? How can you be sure that you are really working toward your financial goals?

Robert Taylor is a Senior Financial Advisor with one of the highest qualifications in the industry (FCSI). Rob’s career in financial services started at Fortune Financial, after which he opened The Financial Planning Group, which became part of Assante Capital Management Ltd. Rob’s core belief in offering his clients a full financial planning solution fits with Assante Wealth Management’s core beliefs. His focus on solving clients’ problems resulted in being a recipient of the “Atlantic Advisor of the Year Award” – given to one advisor each year recognized for going “above and beyond” for clients.

Rob’s breadth of knowledge and experience allows him to support every client situation – whether individual, family or business owner. Having owned retail and service businesses, Rob relates to other business owners. Rob fully understands the realities of cash flow, business partner dynamics, employee management issues, and financial challenges and opportunities in building a business. Others can read about cash flow in business books, but Rob can truly put himself in a business owners’ shoes.

Finding Clarity

Rob Taylor can help you find clarity and build a finely-tuned plan specific to your own life. Helping clients understand all of the information presented and make informed decisions is Rob’s specialty. Many times a client will come to Rob from another financial advisor, feeling like they lack clarity and understanding of their own portfolio. Rob’s goal is to make everything crystal clear. Rob can show you how to pinpoint what information is important to you and how to leverage it.

Power of Understanding

Those looking for a financial advisor who includes them in each step of the decision process find a perfect fit with Rob. In his own life, Rob will not do anything without understanding “why”. As a financial planner, Rob shows clients why and how each decision or action benefits their future.

Growing up in team sports, Rob learned and lives the reality that success lies in being a collective group, and that challenges must be faced together in achieving a goal. Clients greatly appreciate Rob for his consultative approach to financial planning. He will help you build a plan by first learning your entire financial story and goals. Just as when Rob coached senior athletic teams in Canada and abroad, his characteristics of persistence, patience, and creativity come together as a core strength, when finding different ways to present information until his client feels comfortable in understanding the direction and recommendations.

Importance of Planning

Rob believes that creating a solid financial plan is the necessary first step in advising clients on financial products and investments. Financial options cannot be offered as life solutions without first building a personalized plan for using them. The most valuable piece in any financial puzzle, is a solid plan.

Rate of return on investments is a fundamental marker of success, but often a short-term one. The bigger picture of ensuring your products match your overall planning needs is a bigger guarantee of long-term financial health. Rob sees his role as helping clients build a plan and a process, then fine tuning it - and the underlying financial products - to perfection.

Personally, as a current member and previous board member of the Progress Club, Rob is actively engaged in the Club’s mandate of focused giving. Focused giving is about providing full support of volunteer time and financial means, to a small number of select charities. This way, a marked and focused impact can be made through donation of funds and giving of time. The popular annual Sports Celebrity Dinner, and Spring Auction are the Progress Clubs key fundraising events.

If you are interested in working with a financial planner who helps you to cut through the noise to achieve clarity in your financial plan, please contact Rob Taylor at 902-461-1840 or email rtaylor@assante.com. 

Webinar Recording - Is it Really Different This Time? 

Hosted by Rob Taylor, Emily Rae, and Greg Giffin
 

Rob Taylor and Emily Rae hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment.

Click here to watch the recording.

 

 

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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.

 

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5548 Kaye Street Suite 201
Halifax, Nova Scotia
B3K 1Y5 Canada