Todd Taylor, Cfp®, Rrc®
About Todd Taylor, Cfp®, Rrc®
Todd Taylor is an Associate Consultant at IG Wealth Management in Terrace, British Columbia, specializing in holistic wealth management plans. He holds the professional designations of CFP® and RRC® and has been serving the local community since 2017.
Work at IG Wealth Management
Todd Taylor has been serving as an Associate Consultant at IG Wealth Management since 2017. In this role, he focuses on delivering comprehensive financial services to clients in Terrace, British Columbia. His responsibilities include developing tailored wealth management strategies that address the unique financial needs of individuals and families within the community.
Education and Expertise
Todd Taylor holds the professional designations of CFP® (Certified Financial Planner) and RRC® (Registered Retirement Consultant). These credentials signify his expertise in financial planning and retirement consulting, enabling him to provide informed guidance to clients. His specialization in holistic wealth management allows him to create integrated financial plans that consider various aspects of clients' financial situations.
Background
Todd Taylor operates in Terrace, British Columbia, where he has established his career in financial services. His local presence allows him to connect with the community and understand the specific financial challenges faced by individuals and families in the area. His role as an Associate Consultant at IG Wealth Management has contributed to his professional development and community engagement.