We Take It Personally

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.

 

Alexandria Wealth Management came together 15 years ago after the core people worked alongside each other and realized they shared many of the same values and had the same “people first” focus in their businesses.  It’s that depth of commitment to their clients that drives everything they do. The fact is, most of their clients come looking for advice on a wide range of life decisions - including buying a car, selling a company, mortgages, tax mitigation, estate planning and how to finance their kid’s education. The Alexandria team is happy to help in all aspects of their client’s financial life.

This is what stands behind Alexandria’s mission statement:

We go far beyond the numbers, to support you in every facet of your financial life.

If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.

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. 

Taylor Davison, CFP, CIM

Financial Advisor

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.

Email: taylor.davison@assante.com

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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.

 

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Office Address

1409 2nd Street SW
Calgary, Alberta
T2R 0W7 Canada