As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, we have the experience and resources to meet your needs.
Raymond brings over twenty five years of investing expertise to Balanced Financial.
He began his career as an Investment Advisor in 1996 and has been preparing financial plans for clients since 1998.
Raymond has helped many clients achieve their financial objectives through a common sense approach to Goals Based Financial Planning. Working with a network of professional advisors, Raymond steers clients through tax and financial planning issues.
A resident of Vancouver since 1978, Raymond enjoys furniture building, golf and coaching his sons in various sports. An avid musician Raymond enjoys playing guitar and song writing in his spare time.
Taylor started his career in the investment industry in 2011 as an advisors assistant. As of 2015, he is an Investment Advisor.
Taylor uses a client-focused approach to ensure that his advice meets each client’s personal financial goals, risk tolerance and time frame. He enjoys working with clients to develop a well-rounded financial plan that incorporates asset allocation and financial management. With this comprehensive approach he can help clients reach their goals whether it be retirement, saving for a child’s education or simply saving for a rainy day.
Taylor conducts regular meetings with clients to review performance and make adjustments if necessary due to a change in goals, lifestyle or as the economic landscape changes.
In his spare time Taylor enjoys fishing, playing basketball as well as competing in Golf tournaments across British Columbia.
We serve individuals, families and businesses in the Vancouver area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: