Brant Taylor
Senior Financial Planner of Permawealth Group, Part of Assante Capital Management at Ci Assante Wealth Management
Based in Vancouver, Canada
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Seniority
Vp
Department
Other
Location
Vancouver
Industry
Financial Services
Company size
1.3K
Contact information
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b•••••••@cifinancial.com
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Background
About Brant Taylor
With over 30 years of experience as a Senior Financial Planner, I am passionate about helping retirees, families, and business owners achieve their financial goals and dreams. I work with CI Assante Wealth Management, one of Canada's leading wealth management firms, to provide comprehensive and personalized financial planning solutions that integrate tax, estate, and investment strategies. My specialties include building vision plans, managing complex estates, and minimizing income taxes. As a Certified Executor Advisor (CEA), I also help clients navigate the difficult process of winding up estates and ensuring their wishes are fulfilled. Through my extensive knowledge and network, I deliver exceptional service and value to my clients and their families. My mission is to empower my clients to make informed and confident financial decisions that enhance their lives.
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