Joseph Taylor
Languages spoken: English
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
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Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Gen Z
Starting out isn’t easy but don’t forget that everyone starts somewhere. You can’t reach your goals without taking the first step.
Millennials
In a stage of growth? Wherever you are in life, it’s important to protect yourself and feel confident about your finances.
Let’s work together
Help build your savings, protect your family and live a healthier life. I’ll help you develop a holistic plan that provides the right mix of income, savings and insurance protection solutions. I'll help you build lifetime financial security by:
- Understanding your goals and helping you make the most of your savings and contributions
- Providing investment strategies designed to help maximize your money
- Helping to protect you and your family with insurance solutions that fit your needs
- Converting your lifetime savings into retirement income when you’re ready
Whether it's through life insurance, health insurance or an investment strategy, I’ll help you build lifetime financial security.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Today we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and happy Canada Day celebration! 🍁
Today we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and happy Canada Day celebration! 🍁
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'
Bank of Canada holds interest rate at 2.75% again as 'uncertainty remains high'
It’s Canadian Multiculturalism Day! Let's continue fostering a Canada where all cultures are respected and celebrated. ❤️🧡💛💚💙
#CanadianMulticulturalismDay #CelebrateCanada
#CanadianMulticulturalismDay #CelebrateCanada
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