Taylor Davison, CFP, CIM
In Taylor Davison’s life, he has seen all the best laid plans for a life full of adventure, discovery and family be changed in an instant by health or accident. Time and again he has witnessed that a sound financial footing not only lets you pursue the things in life that are important to you, it also allows you to weather the challenges life throws at you without the added stress or limitations that could overwhelm without that security.
The team’s mission at Alexandria Wealth Management Group is to go far beyond the numbers, to really know what’s important to each client and to personally ensure they do everything they can to help their client reach that financial peace of mind that allows them to live the life they love.
Taylor is truly a scholar at heart, and his life long learning has led him to formally go back to school and is half way through a master’s in Sociology. His son is in his first year at the University of Calgary and family life is all about school, sports and community. His Irish family motto is “Be True” and that is truly the core of who he is.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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