Review C Taylor Associates Wealth Management Terrace Bc Canada In terrace, british-columbia, canada | Finance In Terrace
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C Taylor Associates Wealth Management Terrace Bc Canada
204-4630 Lazelle Avenue
Terrace,
British-columbia,Canada -
250-635-0601
Noreply@comparemela.com
Detailed description is C.
Taylor & Associates Wealth Management has over 40 years of experience in financial planning with Investors Group Financial Services Inc.
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Our current team consists of:.
Coleen Taylor, CFP, RRC, CHS, EPC.
Todd Taylor, CFP, RRC.
Raeanne Vandenbroek, BComm My Story:.
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Born and raised in Terrace, my first experience in finance came when I bought a house when I was 21.
At the time, I did not understand all of the terms or the process of mortgages and because of this learned a hard lesson.
When it came time to reduce my interest rate from 12% to 9%, I found that it was going to cost me a $5000 penalty! This was a turning point for me.
I vowed this would never happen to me or anyone I knew again..
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From that point on I became very interested in finance.
I read every book on the subject, attended seminars and spent a lot of time at the bank asking questions.
Eventually I became knowledgeable enough to assist others and often helped colleagues re-negotiate their mortgages and payout loans in half the time..
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In 1998, while living in Scotland with my husband and 3 kids for 1 year, I had the opportunity to take a look at what I would do if I could do anything.
The answer was easy - I love finance! With this realization, I completed my stock broker's studies while still living overseas..
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Upon our return to Canada, I decided to pursue a career in finance.
I contacted every company - banks, insurance companies, private investment firms, and brokerage houses - in order to learn more about their services and educational training.
Upon learning about Investors Group and the services they provided, I immediately knew I had found what I was looking for.
I believed in their philosophy and their business practices and wanted to become part of this corporation..
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I joined Investors Group in 2000 as a Consultant and began working one on one with clients to develop a customized plan, covering the full spectrum of financial planning and adjusting their plans periodically to respond to a client's changing needs..
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Today as a Certified Financial Planner professional I continue to love what I do - helping others avoid pitfalls with their finances, achieve their retirement goals, and prosper.
My practice has been built on the solid foundation that comes from developing relationships and I am committed to treating clients not as accounts or numbers, but as people.
In turn, it is these same people who come to feel confident in referring their friends and families to me.
Established in the recent years c taylor associates wealth management terrace bc canada in terrace , british-columbia in canada.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this c taylor associates wealth management terrace bc canada is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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