Brant Taylor Email & Phone Number
Senior Financial Planner of PermaWealth Group, part of Assante Capital Management @ CI Assante Wealth Management
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Brant Taylor Location
- Vancouver, BC, CA
Brant Taylor Work
- Senior Financial Planner of PermaWealth Group, part of Assante Capital Management @ (January 2021 - Present)
- Senior Financial Planner of PermaWealth Group part of Assante Capital Management @ (January 2021 - January 2021)
- Senior Financial Planner @ (August 2001 - Present)
- Senior Financial Planner @ Assante Capital Management Ltd. (January 2018 - Present)
- Financial Planner @ (May 1992 - August 2001)
Brant Taylor Education
- Certified Executor Advisor 2016-2016
- Simon Fraser University
BBA (Business with minor in Economics)
1981-1986 - Semiahmoo High School 1978-1980
Brant Taylor Skills
- Leadership
- Estate Planning
- Tax
- Portfolio Management
- Financial Advisory
- Investment Strategies
- Microsoft Office
- Investments
- Chartered Executor Advisor
- Finance
- Retirement
- Customer Service
- Investment Advisory
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Wealth Management Services
- Strategic Financial Planning
- Personal Financial Planning
Brant Taylor Summary
- Brant Taylor, based in Vancouver, BC, CA, is currently a Senior Financial Planner of PermaWealth Group, part of Assante Capital Management at CI Assante Wealth Management. Brant Taylor brings experience from previous roles at CI Assante Wealth Management, Assante Financial Management Ltd., Assante Capital Management Ltd. and FPC Investments. Brant Taylor holds a 2016 - 2016 Certified Executor Advisor. With a robust skill set that includes Leadership, Estate Planning, Tax, Portfolio Management, Financial Advisory and more. Brant Taylor has 1 emails and 1 mobile phone numbers on RocketReach.
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